Original filing (PDF)20251015131724NAL0004955377001

BERJE, INC.

Name: BERJE, INC. — BERJE, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: BERJE, INC.

Form 5500

FILING_RECEIVED

BERJE, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

173

Accounts w/ balance

193

Plan assets (EOY)

$29.2M

Net assets (EOY)

$29.2M

How this plan invests

This plan

19 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERJE, INC..

Plan sponsor

Name

BERJE, INC.

EIN

13-5556034

Address

700 BLAIR ROAD · CARTERET, NJ · 07008

Phone

(973) 748-8980

Industry

Wholesale Tradesee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

—

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WITHUMSMITH & BROWN P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	INVESTMENT ADVISORY	$54K	—
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$27K	—
ORENDA RETIREMENT LLC	36-4877979	—	CONTRACT ADMINISTRATOR	$5K	—

Investments

13 direct securities · 19 pooled funds· $32.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$14.9M

13 holdings

Common Collective Trust

$9.4M

13 holdings

Pooled Separate Account

$8.5M

6 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$4.8M	16.4%
value * Principal Guaranteed Option	—	—	—	$4.6M	15.8%
Fidelity Index 500 Fund	—	—	—	$4.4M	15.2%
PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	—	—	$3.9M	13.3%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$1.6M	5.6%
Account * Principal Diversified International Separate Account-Z	—	—	—	$1.2M	4.0%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	—	—	$1.2M	4.0%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$1.1M	3.7%
Vanguard Value Index Fund	—	—	—	$1.1M	3.6%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$980K	3.4%
Principal Global Real Estate Securities Separate	—	—	—	$913K	3.1%
PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	—	$913K	3.1%
Principal SmallCap S&P 600 Index Separate Account-Z	—	—	—	$900K	3.1%
PRIN SMCAP S&P 600 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$900K	3.1%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$838K	2.9%
Fidelity Total International Index Fund	—	—	—	$577K	2.0%
Principal Life Time Hybrid Income CIT Z	—	—	—	$576K	2.0%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$576K	2.0%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$498K	1.7%
Mass Mutual Cash Surrender Values -	—	—	—	$407K	1.4%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$238K	0.8%
Participant Loans Interest rates ranging from 5.25% to 10.50% -	—	—	—	$204K	0.7%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$121K	0.4%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$112K	0.4%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$87K	0.3%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$34K	0.1%
American Funds New World R6	—	—	—	$13K	<0.1%
Fidelity US Bond Index	—	—	—	$8K	<0.1%
PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBEL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$3K	<0.1%
ASSETS HELD AT END OF YEAR (E)	—	—	$34K	$3K	<0.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136	Pooled Separate Account	—	—	$85	<0.1%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	—	—	$0	<0.1%