How big is BERG Group, LLC's plan?

BERG Group, LLC's plan reported $7.9M in assets and 69 participants for 2024.

Original filing (PDF)20260127093136NAL0004446402001

BERG Group, LLC

Name: BERG Group, LLC — The BERG Group, LLC 401(k) Profit, Form 5500 (2024)
Creator: BERG Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The BERG Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · BERG Group, LLC's The BERG Group, LLC 401(k) Profit Sharing Plan held $7.9M in plan assets for 69 participants in 2024.

Signals · 3

Late filing · 2.4 moLate participant contributionsHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Kelli Strauss signed BERG Group, LLC's 2024 Form 5500 as plan administrator.

Kelli Strauss — 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

BERG Group, LLC's EIN is 90-0958248.

EIN 90-0958248

Plan number 001

Plan year 2024

ACK ID 20260127093136NAL0004446402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BERG Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BERG Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 17K (2% of contributions).

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

BERG GROUP, LLC

EIN

all filings

Address

1225 LAKEVIEW DR · CHASKA, MN · 553180000

Phone

(952) 448-3130

Industry

Construction

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

2026-01-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

44 direct securities· $7.9M(100% of reported assets)

Mutual Funds

$5.2M

25 holdings

Common Collective Trusts

$1.6M

6 holdings

Other securities

$1.1M

13 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.3M	16.1%
American Funds Growth Fund of Amer R6	Mutual Funds	—	—	$726K	9.1%
American Funds Trgt Date Ret 2045 R6	Mutual Funds	—	—	$696K	8.8%
Northwestern Mutual Life Insurance Policy	Other securities	—	—	$654K	8.2%
American Funds New Perspective R6	Mutual Funds	—	—	$571K	7.2%
American Funds Trgt Date Ret 2030 R6	Mutual Funds	—	—	$506K	6.4%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$443K	5.6%
Fidelity Adv Balanced Z	Mutual Funds	—	—	$409K	5.2%
American Funds Trgt Date Ret 2050 R6	Mutual Funds	—	—	$233K	2.9%
SPDR S&P 500 ETF Trust	Common Collective Trusts	—	—	$206K	2.6%
PIMCO Income Instl	Mutual Funds	—	—	$196K	2.5%
American Funds Trgt Date Ret 2055 R6	Mutual Funds	—	—	$187K	2.3%
American Funds Trgt Date Ret 2060 R6	Mutual Funds	—	—	$182K	2.3%
Vanguard FTSE Developed Markets ETF	Mutual Funds	—	—	$170K	2.1%
American Funds New World R6	Mutual Funds	—	—	$170K	2.1%
American Funds Trgt Date Ret 2035 R6	Mutual Funds	—	—	$153K	1.9%
American Funds U.S. Gov't Money Mkt R6	Mutual Funds	—	—	$121K	1.5%
PGIM High Yield R6	Other securities	—	—	$121K	1.5%
American Funds Trgt Date Ret 2040 R6	Mutual Funds	—	—	$108K	1.4%
iShares Core S&P Mid-Cap ETF	Other securities	—	—	$106K	1.3%
American Funds Emerging Mkts Bond R6	Mutual Funds	—	—	$87K	1.1%
Invesco S&P 500 Eql Wght ETF	Common Collective Trusts	—	—	$85K	1.1%
Vanguard Emerging Markets Stock Index F	Mutual Funds	—	—	$81K	1.0%
iShares Core S&P Small-Cap ETF	Other securities	—	—	$62K	0.8%
Vanguard Interm-Term Bond Index Adm	Mutual Funds	—	—	$50K	0.6%
Undiscovered Mgrs Behavioral Val R6	Other securities	—	—	$49K	0.6%
Notes receivable from participants	Other securities	—	—	$34K	0.4%
Fidelity International Index	Mutual Funds	—	—	$33K	0.4%
JPMorgan Global Allocation R6	Other securities	—	—	$30K	0.4%
iShares MSCI Eurozone ETF	Other securities	—	—	$26K	0.3%
Lord Abbett Short Duration Income R6	Mutual Funds	—	—	$25K	0.3%
iShares MSCI USA Value ETF	Other securities	—	—	$24K	0.3%
Vanguard Real Estate Index Fund ETF	Common Collective Trusts	—	—	$21K	0.3%
Northwestern Mutual FDIC Insured Deposit Program	Other securities	—	—	$18K	0.2%
VanEck CM Commodity Index Fund Class Y	Common Collective Trusts	—	—	$16K	0.2%
Cohen & Steers Global Realty Shares Z	Other securities	—	—	$15K	0.2%
Vanguard Small-Cap Index Adm	Mutual Funds	—	—	$13K	0.2%
Lord Abbett International Opp R6	Mutual Funds	—	—	$12K	0.1%
Vanguard S-T Infl-Prot Sec Idx Adm	Common Collective Trusts	—	—	$9K	0.1%
American Funds Trgt Date Ret 2025 R6	Mutual Funds	—	—	$8K	0.1%
AQR Risk-Balanced Commodities Strat R6	Other securities	—	—	$5K	<0.1%
JPMorgan Mid Cap Growth R6	Other securities	—	—	$2K	<0.1%
Vanguard Value Index Adm	Mutual Funds	—	—	$274	<0.1%
Vanguard Explorer Adm	Mutual Funds	—	—	$22	<0.1%