DAVE Thews signed Bergstrom Corporation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bergstrom Corporation, Inc.'s EIN is 39-1202572.
Download the official 2024 Form 5500 (PDF) for Bergstrom Corporation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bergstrom Corporation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $260K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ASSOC GROWTH BALANCED LIFESTAGE FD ASSOCIATED TRUST COMPANY, NA · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $29.0M | 27.4% | |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, NA · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $19.6M | 18.5% | |
| Vanguard Institutional Index Fund # | Common Collective Trusts | — | — | $9.0M | 8.5% | |
| Harbor Funds Capital Appreciation Fund # | Mutual Funds | — | — | $8.2M | 7.7% | |
| Dodge & Cox Stock Fund # | Mutual Funds | — | — | $7.4M | 7.0% | |
| Goldman Sachs Mid Cap Growth Fund # | Other securities | — | — | $4.3M | 4.1% | |
| Vanguard Balanced Index Fund # | Common Collective Trusts | — | — | $4.0M | 3.8% | |
| Wasatch Small Cap Growth Fund # | Other securities | — | — | $3.7M | 3.5% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, NA · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.8% | |
| T. Rowe Price Mid-Cap Value Fund # | Other securities | — | — | $2.8M | 2.6% | |
| Vanguard Mid-Cap Index Fund # | Common Collective Trusts | — | — | $2.7M | 2.6% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, NA · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.9% | |
| American Funds EuroPacific Growth Fund # | Mutual Funds | — | — | $2.0M | 1.9% | |
| Janus Henderson Small Cap Value Fund # | Mutual Funds | — | — | $2.0M | 1.9% | |
| Vanguard Total Bond Market Fund # | Mutual Funds | — | — | $1.4M | 1.3% | |
| Vanguard International Value Fund # | Mutual Funds | — | — | $1.4M | 1.3% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, NA · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.1% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| 9.00%, with maturities through 2036 # | Bonds / Notes | — | — | $688K | 0.6% | |
| Associated Trust Company Conservative Balanced Lifestage Fund # | Common Stocks | — | — | $329K | 0.3% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $329K | 0.3% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $57K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
