How big is Sathre-Bergquist, Inc.'s plan?

Sathre-Bergquist, Inc.'s plan reported $7.0M in assets and 21 participants for 2024.

Original filing (PDF)20250519184730NAL0001355219001

Sathre-Bergquist, Inc.

Name: Sathre-Bergquist, Inc. — Sathre-Bergquist, Inc., Form 5500 (2024)
Creator: Sathre-Bergquist, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sathre-Bergquist, Inc. Employees Savings Plan

401(k) retirement plan · Sathre-Bergquist, Inc.'s Sathre-Bergquist, Inc. Employees Savings Plan held $7.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Sathre-Bergquist, Inc.'s EIN is 41-1382621.

EIN 41-1382621

Plan number 001

Plan year 2024

ACK ID 20250519184730NAL0001355219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sathre-Bergquist, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sathre-Bergquist, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score