How big is Bergman Academy's plan?

Bergman Academy's plan reported $1.8M in assets and 47 participants for 2023.

Original filing (PDF)20250415165416NAL0006102144001

Bergman Academy

Name: Bergman Academy — Bergman Academy 403(b) Plan, Form 5500 (2023)
Creator: Bergman Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergman Academy 403(b) Plan

401(k) retirement plan · Bergman Academy's Bergman Academy 403(b) Plan held $1.8M in plan assets for 47 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Craig a Murphy signed Bergman Academy's 2023 Form 5500 as plan administrator.

Craig a Murphy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bergman Academy's EIN is 42-1087681.

EIN 42-1087681

Plan number 001

Plan year 2023

ACK ID 20250415165416NAL0006102144001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bergman Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bergman Academy's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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