Bergey's Incorporated 401(k) Profit Sharing Plan
Sponsored by Bergey's Incorporated · EIN 231929243 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 1,568
- With balances
- 1,995
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $160,140 |
| The Centurion Group, Llc | Investment advisory (plan), Other investment fees and expenses | $40,032 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $36,893 |