How big is Bergin Agency LLC's plan?

Bergin Agency LLC's plan reported $964K in assets and 6 participants for 2025.

Original filing (PDF)20260420101433NAL0001293569001

Bergin Agency LLC

Name: Bergin Agency LLC — Bergin Agency LLC 401(k) Profit, Form 5500 (2025)
Creator: Bergin Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergin Agency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bergin Agency LLC's Bergin Agency LLC 401(k) Profit Sharing Plan & Trust held $964K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

People on this filing

Patrick Bergin signed Bergin Agency LLC's 2025 Form 5500 as plan administrator.

Patrick Bergin — 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

Bergin Agency LLC's EIN is 20-8175228.

EIN 20-8175228

Plan number 001

Plan year 2025

ACK ID 20260420101433NAL0001293569001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bergin Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bergin Agency 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 BERGIN AGENCY LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score