Back to filter
Original filing (PDF)20251015154617NAL0005034801003
BERG GROUP, LLC
Form 5500
FILING_RECEIVED
THE BERG GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
97
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERG GROUP, LLC.
Plan sponsor
Name
BERG GROUP, LLC
EIN
20-2184569
Address
1225 LAKEVIEW DR · CHASKA, MN · 553180000
Phone
(952) 448-3130
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
44 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.3M | 16.1% | |
| American Funds Growth Fund of Amer R6 | — | — | — | $726K | 9.1% | |
| American Funds Trgt Date Ret 2045 R6 | — | — | — | $696K | 8.8% | |
| Northwestern Mutual Life Insurance Policy | — | — | — | $654K | 8.2% | |
| American Funds New Perspective R6 | — | — | — | $571K | 7.2% | |
| American Funds Trgt Date Ret 2030 R6 | — | — | — | $506K | 6.4% | |
| Vanguard Mid Cap Index Adm | — | — | — | $443K | 5.6% | |
| Fidelity Adv Balanced Z | — | — | — | $409K | 5.2% | |
| American Funds Trgt Date Ret 2050 R6 | — | — | — | $233K | 2.9% | |
| SPDR S&P 500 ETF Trust | — | — | — | $206K | 2.6% | |
| PIMCO Income Instl | — | — | — | $196K | 2.5% | |
| American Funds Trgt Date Ret 2055 R6 | — | — | — | $187K | 2.3% | |
| American Funds Trgt Date Ret 2060 R6 | — | — | — | $182K | 2.3% | |
| Vanguard FTSE Developed Markets ETF | — | — | — | $170K | 2.1% | |
| American Funds New World R6 | — | — | — | $170K | 2.1% | |
| American Funds Trgt Date Ret 2035 R6 | — | — | — | $153K | 1.9% | |
| American Funds U.S. Gov't Money Mkt R6 | — | — | — | $121K | 1.5% | |
| PGIM High Yield R6 | — | — | — | $121K | 1.5% | |
| American Funds Trgt Date Ret 2040 R6 | — | — | — | $108K | 1.4% | |
| iShares Core S&P Mid-Cap ETF | — | — | — | $106K | 1.3% | |
| American Funds Emerging Mkts Bond R6 | — | — | — | $87K | 1.1% | |
| Invesco S&P 500 Eql Wght ETF | — | — | — | $85K | 1.1% | |
| Vanguard Emerging Markets Stock Index F | — | — | — | $81K | 1.0% | |
| iShares Core S&P Small-Cap ETF | — | — | — | $62K | 0.8% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $50K | 0.6% | |
| Undiscovered Mgrs Behavioral Val R6 | — | — | — | $49K | 0.6% | |
| Notes receivable from participants | — | — | — | $34K | 0.4% | |
| Fidelity International Index | — | — | — | $33K | 0.4% | |
| JPMorgan Global Allocation R6 | — | — | — | $30K | 0.4% | |
| iShares MSCI Eurozone ETF | — | — | — | $26K | 0.3% | |
| Lord Abbett Short Duration Income R6 | — | — | — | $25K | 0.3% | |
| iShares MSCI USA Value ETF | — | — | — | $24K | 0.3% | |
| Vanguard Real Estate Index Fund ETF | — | — | — | $21K | 0.3% | |
| Northwestern Mutual FDIC Insured Deposit Program | — | — | — | $18K | 0.2% | |
| VanEck CM Commodity Index Fund Class Y | — | — | — | $16K | 0.2% | |
| Cohen & Steers Global Realty Shares Z | — | — | — | $15K | 0.2% | |
| Vanguard Small-Cap Index Adm | — | — | — | $13K | 0.2% | |
| Lord Abbett International Opp R6 | — | — | — | $12K | 0.1% | |
| Vanguard S-T Infl-Prot Sec Idx Adm | — | — | — | $9K | 0.1% | |
| American Funds Trgt Date Ret 2025 R6 | — | — | — | $8K | 0.1% | |
| AQR Risk-Balanced Commodities Strat R6 | — | — | — | $5K | <0.1% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $2K | <0.1% | |
| Vanguard Value Index Adm | — | — | — | $274 | <0.1% | |
| Vanguard Explorer Adm | — | — | — | $22 | <0.1% |
Related plans
Similar-size Construction plans
BERG GROUP, LLC
THE BERG GROUP, LLC 401(K) PROFIT SHARING PLAN
$7.9M · 69 participants
TEE JAY SERVICE COMPANY, INC.
TEE JAY SERVICE COMPANY 401(K) PLAN
$7.9M · 56 participants
INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS ASBESTOS WORKERS
INTL ASSN OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL NO. 26 ANNUITY PLAN
$7.8M · 49 participants
HALLMARK BUILDERS, INC.
HALLMARK BUILDERS, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 6 participants
ALLIANCE AG EQUIPMENT, LLC
ALLIANCE AG EQUIPMENT, LLC 401(K) PLAN
$8.1M · 66 participants
ROSS CONTRACTING INC
ROSS CONTRACTING INC 401K PLAN
$7.7M · 103 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B