Original filing (PDF)20230126093631NAL0007661315001

Berger and Burrow Enterprises, Inc.

Name: Berger and Burrow Enterprises, Inc. — Berger and, Form 5500 (2022)
Creator: Berger and Burrow Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Berger and Burrow Enterprises, Inc. d/b/a Dynamic Mobile Imaging 401(k) Plan

401(k) retirement plan · Berger and Burrow Enterprises, Inc.'s Berger and Burrow Enterprises, Inc. d/b/a Dynamic Mobile Imaging 401(k) Plan filed a Form 5500 for plan year 2022, with John Hancock as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

38 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGER AND BURROW ENTERPRISES, INC..

Plan sponsor

Name

BERGER AND BURROW ENTERPRISES, INC.

DBA

DYNAMIC MOBILE IMAGING

EIN

20-2342043all filings

Address

6015 STAPLES MILL ROAD · HENRICO, VA · 23228

Phone

(804) 673-9729

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-03-31

Filed

2023-01-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$1K	—

Investments

31 direct securities · 38 pooled funds· $2.1M

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Accounts

$2.1M

30 holdings

Bonds / Notes

$13K

1 holding

Pooled Separate Account

38 holdings

					% of plan
American Funds 2040 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$463K	22.2%
American Funds 2035 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$451K	21.7%
American Funds 2025 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$298K	14.3%
American Funds AMCAP Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$131K	6.3%
American Balanced Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$82K	4.0%
Blackrock LifePath Index 2050 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$78K	3.7%
American Funds 2030 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$75K	3.6%
Blackrock LifePath Index 2040 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$69K	3.3%
Vanguard Growth Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$64K	3.1%
Blackrock LifePath Index 2030 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$50K	2.4%
American Funds 2055 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$49K	2.4%
Blackrock LifePath Index 2045 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$46K	2.2%
500 Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$40K	1.9%
Fundamental Investors Pooled Separate Accounts	Pooled Separate Accounts	—	—	$33K	1.6%
Blackrock LifePath Index 2055 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$31K	1.5%
Blackrock LifePath Index 2035 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$23K	1.1%
American Funds 2060 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$13K	0.6%
Notes Receivable from Participants * Notes receivable from participants Interest rates ranging from 5.25% to 6.75%	Bonds / Notes	—	—	$13K	0.6%
BlackRock LifePath Index Ret Pooled Separate Accounts	Pooled Separate Accounts	—	—	$13K	0.6%
Blackrock LifePath Index 2060 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$9K	0.5%
Mid Cap Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$9K	0.5%
John Hancock Mid Cap Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$9K	0.4%
Capital World Growth & Income Pooled Separate Accounts	Pooled Separate Accounts	—	—	$8K	0.4%
Vanguard Value Index Fund Admiral Pooled Separate Accounts	Pooled Separate Accounts	—	—	$5K	0.2%
Vanguard Total International Stock Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$5K	0.2%
Blackrock LifePath Index 2025 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	0.2%
Small Cap Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3K	0.1%
New Perspective Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3K	0.1%
American Funds 2045 TD Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	0.1%
Washington Mutual Investors Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Strategic Equity Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%
AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%