Berglund Management Group401(k)
BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN · ROANOKE, VA · plan year 2024
Berglund Management Group reported $93,491 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio has held roughly steady near 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,106th-largest of 2,266 plans among Virginia employers on file, and the 1,730th of 5,215 in retail trade.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 541375337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.