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Original filing (PDF)20251014154838NAL0004435488001
BERGSTROM INC
Form 5500
FILING_RECEIVED
BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
437
Accounts w/ balance
540
Plan assets (EOY)
$63.7M
Net assets (EOY)
$63.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGSTROM INC.
Plan sponsor
Name
BERGSTROM INC
EIN
36-2138104
Address
2390 BLACKHAWK ROAD · ROCKFORD, IL · 61109
Phone
(815) 874-7821
Industry
Manufacturingsee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $46K | — |
| MARQUETTE ASSOCIATES | — | CHICAGO, IL | NONE | $10K | — |
Investments
24 direct securities · 2 pooled funds· $63.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$58.9M
24 holdings
Common Collective Trust
$4.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $11.1M | 17.4% | |
| T Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $5.2M | 8.2% | |
| American Funds Growth Fund R6 Mutual Fund | — | — | — | $4.9M | 7.6% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.6M | 7.2% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $4.5M | 7.0% | |
| Baird Mid Cap Fund Institutional Class Mutual Fund | — | — | — | $4.4M | 6.8% | |
| Dodge & Cox Balanced X Mutual Fund | — | — | — | $3.9M | 6.0% | |
| T Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $3.6M | 5.6% | |
| T Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $3.4M | 5.4% | |
| T Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $3.3M | 5.1% | |
| TCW Dividend Focused Fund Mutual Fund | — | — | — | $2.7M | 4.3% | |
| Loomis Sayles Bond Fund Mutual Fund | — | — | — | $2.5M | 4.0% | |
| Hartford International Opportunities - R6 Mutual Fund | — | — | — | $2.2M | 3.5% | |
| T Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $1.8M | 2.8% | |
| T Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $1.2M | 1.9% | |
| T Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $898K | 1.4% | |
| Federated Hermes Govt Obligations Mutual Fund | — | — | — | $823K | 1.3% | |
| T Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $818K | 1.3% | |
| Participant Loans Interest Rate 1.00% - 9.50% - | — | — | — | $654K | 1.0% | |
| T Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $401K | 0.6% | |
| T Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $344K | 0.5% | |
| T Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $242K | 0.4% | |
| TRP STABLE VALUE FUND - N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $190K | 0.3% | |
| T Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $146K | 0.2% | |
| T Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| T Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $2K | <0.1% |