Bergstrom Electric, Inc.'s EIN is 45-0332406.
Download the official 2024 Form 5500 (PDF) for Bergstrom Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bergstrom Electric, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL | 45-0140105 | ST. PAUL, MN | NONE | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ALERUS AGGRESSIVE INCOME FUND ALERUS FINANCIAL · EIN 45-0417057 / PN 019 | Common Collective Trust | — | — | $3.6M | 21.7% | |
| ALERUS MODERATE GROWTH FUND ALERUS FINANCIAL · EIN 45-0417057 / PN 018 | Common Collective Trust | — | — | $2.5M | 15.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 12.3% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $959K | 5.8% | |
| Vanguard Windsor Admiral Shares Fund | Mutual Funds | — | — | $716K | 4.4% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $658K | 4.0% | |
| Dodge and Cox Income Fund Class X | Mutual Funds | — | — | $610K | 3.7% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $514K | 3.1% | |
| ALERUS CONSERVATIVE GROWTH FUND ALERUS FINANCIAL · EIN 45-0417057 / PN 017 | Common Collective Trust | — | — | $499K | 3.0% | |
| Vanguard Bond Index Fund | Common Collective Trusts | — | — | $455K | 2.8% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $454K | 2.8% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $382K | 2.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $369K | 2.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $294K | 1.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $282K | 1.7% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $275K | 1.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $261K | 1.6% | |
| Federated Hermes Institutional High Yield Bond | Other securities | — | — | $245K | 1.5% | |
| ALERUS CONSERVATIVE INCOME FUND ALERUS FINANCIAL · EIN 45-0417057 / PN 015 | Common Collective Trust | — | — | $216K | 1.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $166K | 1.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $148K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $142K | 0.9% | |
| Notes Receivable from Participants | Other securities | — | — | $121K | 0.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $120K | 0.7% | |
| Cohen & Steers Realty Shares Institutional | Other securities | — | — | $118K | 0.7% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $91K | 0.6% | |
| Alerus Money Market | Cash / Money Market | — | — | $74K | 0.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $51K | 0.3% | |
| Pimco Real Return Institutional | Mutual Funds | — | — | $48K | 0.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $38K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $13K | <0.1% | |
| ALERUS MODERATE INCOME FUND ALERUS FINANCIAL · EIN 45-0417057 / PN 016 | Common Collective Trust | — | — | $280 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
