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  2. VAN DEN BERG MANAGEMENT I, INC.
Sponsor portfolio

VAN DEN BERG MANAGEMENT I, INC.

EIN 95-3017097-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$27.4M assets
Welfare
0
Participants
38
805 LAS CIMAS PARKWAY, SUITE 305 - AUSTIN, TX 78746512-329-0050
Plans on this EIN
2 filings
#005ProfitSharing-$21.6M - 19 part#002401k-$5.8M - 19 part

Retirement portfolio analytics

2 plans aggregated / $27.4M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PLAN AND TRUST (#005)79%
  • PLAN AND TRUST (#002)21%
Total $27.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#005)19
  • PLAN AND TRUST (#002)19
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

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

ProfitSharing

Assets$21.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST

401k

Assets$5.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005VAN DEN BERG MANAGEMENT I, INC. PROFIT SHARING PLAN AND TRUSTProfitSharing$21.6M192025
002VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST401k$5.8M192025
Retirement plans
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