Berg Capital Corporation 401(k) Plan: Login, Facts & Contact Information

Berg Capital Corporation 401(k) Plan Facts

Plan name
BERG CAPITAL CORPORATION PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERG CAPITAL CORPORATION
Participants
77 (45 active employees)
Former employees with a balance
31
Plan assets
$20,870,831 at Dec 31, 2024
Average account balance
$274,616 across 76 accounts
Employer contributions
$131,387 in plan year 2024 (54% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1987
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $242,949 went into the plan in contributions, $131,387 of it from the employer (54%).
  • $2.34 million was paid out to participants.
  • Investment and other income added $2.31 million.

How the Berg Capital Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019114$20.6 million$141,195$1.06 million
2020113$21.1 million$107,130$869,812
202184$17.7 million$104,423$6.75 million
202270$19.6 million$105,042$730,836
202367$20.7 million$111,883$715,174
202477$20.9 million$131,387$2.34 million

Berg Capital Corporation 401(k) Contact Information

Phone
503-699-8800
Mailing address
PO BOX 920, LAKE OSWEGO OR 97034
Plan sponsor
BERG CAPITAL CORPORATION
Employer identification number (EIN)
93-0876977
Plan number
001

Questions about the Berg Capital Corporation 401(k)

Does Berg Capital Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $131,387, 54% of all contributions.

Does the Berg Capital Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Berg Capital Corporation 401(k) plan?

77 participants at the start of plan year 2024, 45 of them active employees, and 31 former employees who still had money in the plan.

What is the average 401(k) balance at Berg Capital Corporation?

About $274,616 per account: $20.9 million in plan assets across 76 accounts with a balance at the end of plan year 2024.

Who manages the Berg Capital Corporation 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Berg Capital Corporation. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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