Original filing (PDF)20250415165416NAL0006102144001

BERGMAN ACADEMY

Name: BERGMAN ACADEMY — BERGMAN ACADEMY 403(B) PLAN, Form 5500 (2023)
Creator: BERGMAN ACADEMY

Form 5500-SF

FILING_RECEIVED

BERGMAN ACADEMY 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGMAN ACADEMY.

Plan sponsor

Name

BERGMAN ACADEMY

EIN

42-1087681

Address

100 45TH STREET · DES MOINES, IA · 50312

Phone

(515) 274-0453

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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