Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $50.2M assets / 316 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BERGSTROM ELECTRIC, INC. ESOP | ESOP | $30.4M | 137 | 2025 |
| #001 | BERGSTROM ELECTRIC, INC. 401(K) PLAN | 401(k) | $19.8M | 179 | 2025 |