· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERGLAND AND CRAM ARCHITECTS, INC. — BERGLAND AND CRAM ARCHITECTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250402110304NAL0008588577001
BERGLAND AND CRAM ARCHITECTS, INC.
Form 5500-SF
FILING_RECEIVED
BERGLAND AND CRAM ARCHITECTS 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERGLAND AND CRAM ARCHITECTS, INC.
.
Find decision makers
Plan sponsor
Name
BERGLAND AND CRAM ARCHITECTS, INC.
EIN
42-1512563
Address
115 S. DELAWARE AVENUE · MASON CITY, IA · 504013600
Phone
(641) 423-6349
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
BRIAN KENT JONES ARCHITECT
BRIAN KENT JONES ARCHITECT RETIREMENT PLAN
$2.4M · 7 participants
NELSON-TREMAIN PARTNERSHIP, P.A.
NELSON-TREMAIN PARTNERSHIP 401K PLAN
$2.4M · 3 participants
JEFFERY A. SCOTT ARCHITECTS, P.C.
JEFFERY A. SCOTT ARCHITECTS RETIREMENT SAVINGS PLAN
$2.4M · 15 participants
DELV DESIGN STUDIO, LLC
DELV DESIGN STUDIO, LLC 401(K) PLAN
$2.4M · 23 participants
HANNA DESIGN GROUP INC.
HANNA DESIGN GROUP INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 26 participants
TANIGUCHI RUTH & ASSOCIATES
TANIGUCHI RUTH MAKIO ARCHITECTS 401(K) RETIREMENT SAVINGS PLAN
$2.3M · 15 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B