How big is Bergmann & Moore, LLC's plan?

Bergmann & Moore, LLC's plan reported $6.2M in assets and 108 participants for 2024.

Original filing (PDF)20250512122557NAL0017166225001

Bergmann & Moore, LLC

Name: Bergmann & Moore, LLC — Bergmann & Moore, LLC 401(k), Form 5500 (2024)
Creator: Bergmann & Moore, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergmann & Moore, LLC 401(k) Retirement Plan

401(k) retirement plan · Bergmann & Moore, LLC's Bergmann & Moore, LLC 401(k) Retirement Plan held $6.2M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

141

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Sharon KIM signed Bergmann & Moore, LLC's 2024 Form 5500 as plan administrator.

Sharon KIM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bergmann & Moore, LLC's EIN is 20-1027491.

EIN 20-1027491

Plan number 001

Plan year 2024

ACK ID 20250512122557NAL0017166225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bergmann & Moore, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bergmann & Moore, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGMANN & MOORE, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off