Mike Treece signed Berger Transfer & Storage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berger Transfer & Storage, Inc.'s EIN is 41-0677589.
Download the official 2024 Form 5500 (PDF) for Berger Transfer & Storage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berger Transfer & Storage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.2M | 14.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.8M | 10.9% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $3.7M | 10.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.5M | 9.9% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $2.4M | 6.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 6.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.7M | 5.0% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $1.6M | 4.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $999K | 2.8% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $966K | 2.7% | |
| Vanguard Windsor II Adm Fund | Mutual Funds | — | — | $779K | 2.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $757K | 2.2% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $607K | 1.7% | |
| Vanguard Total International Stock Index Admiral Fund | Mutual Funds | — | — | $597K | 1.7% | |
| Principal Global Investor Mid Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $531K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $531K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $493K | 1.4% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $338K | 1.0% | |
| American Funds New World Fund | Mutual Funds | — | — | $323K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $294K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $290K | 0.8% | |
| Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $288K | 0.8% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $235K | 0.7% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $157K | 0.4% | |
| Federated Institutional High Yield Bond Fund | Other securities | — | — | $146K | 0.4% | |
| Vanguard Mid Cap Value Index Admn Fund | Mutual Funds | — | — | $144K | 0.4% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $133K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $116K | 0.3% | |
| (E) | Other securities | — | — | $53K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $53K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $747 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
