Retirement plan

BERGMAN CORPORATION DBA MINER'S BUILDING EMPLOYEE PROFIT SHARING PLAN

Name: BERGMAN CORPORATION D/B/A MINER'S BUILDING - BERGMAN CORPORATION DBA MINER'S BUILDING EMPLOYEE PROFIT SHARING PLAN (2025) Form 5500
Creator: BERGMAN CORPORATION D/B/A MINER'S BUILDING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERGMAN CORPORATION DBA MINER'S BUILDING EMPLOYEE PROFIT SHARING PLAN, BERGMAN CORPORATION D/B/A MINER'S BUILDING

BERGMAN CORPORATION D/B/A MINER'S BUILDINGEIN 84-0676074Plan #001PY 2025

PO BOX 1365 - ASPEN, CO 816121365970-925-5550

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$8.3M

-6.0% from 2024

Total participants

0.0% from 2024

Average account balance

$207,059

-8.3% from 2024

Annual return

6.39%

-13.51 pp from 2024

Benchmarks

See 1,284 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,284 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.28M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$207K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

129.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$294K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$34895

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$45025 / participant

Other / not subdivided$1M100.0%

% of EOY assets

16.853%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$207,059

$83,898+146.8%

$133,346+55.3%

$94,015+120.2%

Participation rate

87.1%

63.4%+23.7pp

72.8%+14.2pp

70.8%+16.3pp

Annual return

6.39%

16.00%-9.6pp

36.85%-30.5pp

17.84%-11.5pp

Employer contribution / active EE

$9,470

$1,821+420.2%

$2,853+231.9%

$2,790+239.4%

Participant deferral / active EE

$3,245-100.0%

$4,332-100.0%

$4,249-100.0%

Admin fee / account holder

$34,895

$7,809+346.9%

$14,264+144.6%

$8,951+289.8%

BERGMAN CORPORATION DBA MINER'S BUILDING EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERGMAN CORPORATION DBA MINER'S BUILDING EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion