· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERNS MOVING, INC. — BERNS MOVING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425153425NAL0014800640001
BERNS MOVING, INC.
Form 5500-SF
FILING_RECEIVED
BERNS MOVING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
8
Plan assets (EOY)
$266K
Net assets (EOY)
$266K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
BERNS MOVING, INC.
.
Find decision makers
Plan sponsor
Name
BERNS MOVING, INC.
EIN
46-0745225
Address
1846 16TH AVE SW · CEDAR RAPIDS, IA · 52404
Phone
(319) 362-1100
Industry
Transportation & Warehousing
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
VL TRANSPORT 1 CORP
VL TRANSPORT 1 CORP 401(K) PLAN
$266K · 74 participants
AMERICAN BEAR LOGISTICS CORP
AMERICAN BEAR LOGISTICS CORP 401(K) PLAN
$266K · 12 participants
JDELV CORP.
JDELV CORP. 401(K) PLAN
$266K · 11 participants
ERTMAN TRUCKING, LLC
ERTMAN TRUCKING, LLC 401(K) P/S PLAN
$266K · 18 participants
A-1 DELIVERY CO.
A-1 DELIVERY CO.-401K PLAN
$266K · 80 participants
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 7% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MAD LOGISTICS INC
MAD LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$266K · 32 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
