Bergstrom Corporation, Inc.401(k)
BERGSTROM CORPORATION 401(K) PLAN · NEENAH, WI · plan year 2025
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Bergstrom Corporation, Inc. reported $301,570 in plan administrative expenses for 2025: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $581 per active participant. 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 4 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other retail trade employers. By assets it is the 203rd-largest of 1,936 plans among Wisconsin employers on file, and the 323rd of 5,215 in retail trade. In 2025, employees put in $5.72 for every $1.00 the employer contributed; active participation has grown from 1,587 to 2,281 since 2022.
Bergstrom Corporation, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 391202572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.