Berglund Management Group, Inc.'s EIN is 54-1375337.
Download the official 2024 Form 5500 (PDF) for Berglund Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berglund Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILBANKS, SMITH & THOMAS ASSET MANA | 54-2005153 | — | INVESTMENT ADVISORY | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.3M | 19.6% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.1M | 18.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.9M | 11.4% | |
| T ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.8M | 11.0% | |
| GALLIARD STABLE RETURN FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 005 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| T. ROWE PRICE RETIRMENT 2040 TRUET T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $735K | 4.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $701K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $684K | 4.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $423K | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $329K | 2.0% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $329K | 2.0% | |
| MFS MID CAP GROWTH FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 002 | Common Collective Trust | — | — | $246K | 1.5% | |
| Fidelity US Bond Index 306 Principal Small Cap Growth R6 | Mutual Funds | — | — | $235K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-9641654 / PN 001 | Common Collective Trust | — | — | $144K | 0.9% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $135K | 0.8% | |
| Blackrock Total Return | Other securities | — | — | $53K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $28K | 0.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $21K | 0.1% | |
| Fidelity Total INTL Index 146 Fidelity Government Money | Mutual Funds | — | — | $12K | <0.1% | |
| T. ROWE PRICE STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| T. ROWE PRCIE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| MFS MID CAP VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $9K | <0.1% | |
| WILMINGTON TRUST EUROPACIFIC GROWTH T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 004 | Common Collective Trust | — | — | $291 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1309931 | — | CONTRACT ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADISORY | $7K | — |
