Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BERGER FINANCIAL GROUP, INC.
EIN 41-1856827financial servicesLatest filing 2025
Plans
2
Retirement
2
$36.7M assets
Welfare
0
Participants
153
1695 STATE HIGHWAY 169 - PLYMOUTH, MN 55441763-999-5585bergerfinancialgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.7M assets / 153 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
BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$30.5M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BERGER FINANCIAL GROUP 401(K) PLAN
401k
Assets$6.2M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $30.5M | 82 | 2025 | |
| 001 | BERGER FINANCIAL GROUP 401(K) PLAN | 401k | $6.2M | 71 | 2024 |
Retirement plans