How big is Berexco LLC's plan?

Berexco LLC's plan reported $32.4M in assets and 214 participants for 2024.

Original filing (PDF)20251013093254NAL0001036657001

Berexco LLC

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

Form 5500

FILING_RECEIVED

Berexco LLC 401(k) Plan

401(k) retirement plan · Berexco LLC's Berexco LLC 401(k) Plan held $32.4M in plan assets for 214 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

214

Accounts w/ balance

235

Plan assets (EOY)

$32.4M

Net assets (EOY)

$32.4M

People on this filing

Donna Stucky signed Berexco LLC's 2024 Form 5500 as plan administrator.

Donna Stucky — 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

Berexco LLC's EIN is 27-0937886.

EIN 27-0937886

Plan number 001

Plan year 2024

ACK ID 20251013093254NAL0001036657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

BEREXCO LLC

EIN

all filings

Address

2020 N BRAMBLEWOOD ST · WICHITA, KS · 672061094

Phone

(316) 265-3311

Industry

Mining, Quarrying, Oil & Gas

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE HAYS FINANCIAL GROUP, LLC	—	MINNEAPOLIS, MN	INVESTMENT ADVISOR	$61K	—

Investments

31 direct securities· $32.4M(100% of reported assets)

Mutual Funds

$16.6M

16 holdings

Other securities

$7.4M

7 holdings

Common Collective Trusts

$6.8M

4 holdings

Stable Value

$1.5M

2 holdings

Bonds / Notes

$70K

1 holding

U.S. Treasuries

$22K

1 holding

					% of plan
Vanguard Growth Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$7.2M	22.2%
Vanguard 500 Index Admiral Fund Mutual Fund	Common Collective Trusts	—	—	$4.3M	13.3%
American Balanced Fund Mutual Fund	Other securities	—	—	$2.4M	7.3%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$2.0M	6.1%
Vanguard Equity-Income Admiral Fund Mutual Fund	Mutual Funds	—	—	$2.0M	6.0%
MFS International Growth Fund Mutual Fund	Mutual Funds	—	—	$1.8M	5.7%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	5.2%
JPMorgan Core Bond Fund Mutual Fund	Other securities	—	—	$1.6M	5.1%
Lincoln Stable Value Account Guaranteed Interest Account	Stable Value	—	—	$1.4M	4.5%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$1.4M	4.3%
Columbia Seligman Communications and Mutual Fund	Other securities	—	—	$1.3M	4.2%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$955K	2.9%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$668K	2.1%
Janus Henderson Venture N Fund Mutual Fund	Mutual Funds	—	—	$571K	1.8%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$486K	1.5%
AB Large Cap Growth Z Fund Mutual Fund	Other securities	—	—	$407K	1.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$407K	1.3%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$347K	1.1%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$254K	0.8%
American Century International Opportunities Fund Mutual Fund	Other securities	—	—	$242K	0.7%
Information Fund Vanguard Energy Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$239K	0.7%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$150K	0.5%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$149K	0.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$94K	0.3%
1% minimum * Participant Loans 4.25% to 9.50%,	Bonds / Notes	—	—	$70K	0.2%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$69K	0.2%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$56K	0.2%
Macquarie Small Cap Value Mutual Fund	Other securities	—	—	$35K	0.1%
Fidelity Intermediate Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$22K	<0.1%
Lincoln Stable Value Account Cash Equivalent	Stable Value	—	—	$15K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$6K	<0.1%