Matthew Bergstrom signed Bergstrom Operating Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bergstrom Operating Company, Inc.'s EIN is 06-1730468.
Download the official 2024 Form 5500 (PDF) for Bergstrom Operating Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bergstrom Operating Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $640 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE, INC. | 38-3254950 | AUBURN HILLS, MI | SERVICE FEE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $650K | 10.7% | |
| Vanguard | Mutual Funds | — | — | $631K | 10.4% | |
| Nationwide | Other securities | — | — | $475K | 7.8% | |
| Vanguard | Mutual Funds | — | — | $452K | 7.5% | |
| Nationwide | Other securities | — | — | $380K | 6.3% | |
| Vanguard | Mutual Funds | — | — | $351K | 5.8% | |
| Vanguard | Mutual Funds | — | — | $346K | 5.7% | |
| Vanguard | Mutual Funds | — | — | $306K | 5.1% | |
| Vanguard | Mutual Funds | — | — | $246K | 4.1% | |
| Vanguard | Mutual Funds | — | — | $245K | 4.1% | |
| Vanguard | Mutual Funds | — | — | $214K | 3.5% | |
| Vanguard | Mutual Funds | — | — | $205K | 3.4% | |
| Vanguard | Mutual Funds | — | — | $197K | 3.2% | |
| Vanguard | Mutual Funds | — | — | $176K | 2.9% | |
| Vanguard | Mutual Funds | — | — | $158K | 2.6% | |
| Vanguard | Mutual Funds | — | — | $150K | 2.5% | |
| Vanguard | Mutual Funds | — | — | $145K | 2.4% | |
| Nationwide | Other securities | — | — | $123K | 2.0% | |
| Baird | Other securities | — | — | $108K | 1.8% | |
| Notes receivable from participants | Other securities | — | — | $68K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $52K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $46K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $44K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $40K | 0.7% | |
| BlackRock | Other securities | — | — | $34K | 0.6% | |
| American Funds | Mutual Funds | — | — | $28K | 0.5% | |
| Harris Associates | Other securities | — | — | $27K | 0.4% | |
| JPMorgan | Other securities | — | — | $24K | 0.4% | |
| Princpal | Other securities | — | — | $20K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $13K | 0.2% | |
| PIMCO | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $8K | 0.1% | |
| LeggM | Other securities | — | — | $8K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $867 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $842 | <0.1% | |
| Federal | Other securities | — | — | $451 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $311 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $303 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $301 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
