Original filing (PDF)20250911125557NAL0000396816001

BERG CAPITAL CORPORATION

Name: BERG CAPITAL CORPORATION — BERG CAPITAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERG CAPITAL CORPORATION

Form 5500

FILING_RECEIVED

BERG CAPITAL CORPORATION PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

BERG CAPITAL CORPORATION

EIN

93-0876977

Address

PO BOX 920 · LAKE OSWEGO, OR · 97034

Phone

(503) 699-8800

Industry

Finance & Insurancesee 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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.1M

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.

			% of plan
FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003	Pooled Separate Account	$1.1M	100.0%

1–1 of 1

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