Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERGEN PLUMBING, INC.
EIN 01-0789080constructionLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
135
35 FLETCHER AVE. - WATERLOO, IA 50701319-234-1404noworrycomfort.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 135 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERGEN PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.4M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BERGEN PLUMBING, HEATING, & COOLING, INC. 401(K) PLAN
401k
Assets$790K
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERGEN PLUMBING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.4M | 67 | 2025 | |
| 003 | BERGEN PLUMBING, HEATING, & COOLING, INC. 401(K) PLAN | 401k | $790K | 68 | 2025 |
Retirement plans