Original filing (PDF)20240130084852NAL0022452225001

BERGER FREIGHT COMPANY, LLC

Name: BERGER FREIGHT COMPANY, LLC — BERGER FREIGHT 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BERGER FREIGHT COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

BERGER FREIGHT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$463K

Net assets (EOY)

$463K

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGER FREIGHT COMPANY, LLC.

Plan sponsor

Name

BERGER FREIGHT COMPANY, LLC

EIN

26-3607154

Address

229 IDAHO STREET · OSHKOSH, WI · 54903

Phone

(920) 410-7991

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-01-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

RWC DELIVERY SERVICES, LLC

RWC DELIVERY, LLC 401(K) PROFIT SHARING PLAN

$464K · 19 participants

LOVEJOYS FAMILY MOVING, INC.

LOVEJOYS FAMILY MOVING, INC. 401(K) PLAN

$463K · 38 participants

K-LINE HAULING, LLC

K-LINE HAULING, LLC RETIREMENT PLAN

$464K · 12 participants

RENO ROCK TRANSPORT LLC

RENO ROCK TRANSPORT 401K PLAN

$465K · 41 participants

MONTI ENTERPRISES LLC

KID GLOVE MOVING SERVICES 401(K) PLAN

$462K · 17 participants