Original filing (PDF)20250520165243NAL0001449587001

VAN DEN BERG MANAGEMENT I, INC.

Name: VAN DEN BERG MANAGEMENT I, INC. — VAN DEN BERG MANAGEMENT I, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: VAN DEN BERG MANAGEMENT I, INC.

Form 5500-SF

FILING_RECEIVED

VAN DEN BERG MANAGEMENT I, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VAN DEN BERG MANAGEMENT I, INC..

Plan sponsor

Name

VAN DEN BERG MANAGEMENT I, INC.

EIN

95-3017097

Address

805 LAS CIMAS PARKWAY, SUITE 305 · AUSTIN, TX · 78746

Phone

(512) 329-0050

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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