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

Bergelectric Corporation 401(k) Plan Facts

Plan name
BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN
Plan type
401(k) and profit sharing
Plan sponsor
BERGELECTRIC CORPORATION
Participants
3,458 (2,434 active employees)
Former employees with a balance
952
Plan assets
$168,675,075 at Dec 31, 2024
Average account balance
$50,396 across 3,347 accounts
Employer contributions
$3,744,412 in plan year 2024 (18% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
— 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 Oct 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.7 million went into the plan in contributions, $3.74 million of it from the employer (18%).
  • $18.2 million was paid out to participants.
  • Investment and other income added $17.5 million.
  • Administrative expenses were $462,177, about $138 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,480$104.9 million$2.51 million$6.47 million
20202,815$123.0 million$3.40 million$12.0 million
20213,269$142.2 million$3.87 million$12.8 million
20223,454$124.5 million$3.89 million$13.4 million
20233,251$149.3 million$3.74 million$12.7 million
20243,458$168.7 million$3.74 million$18.2 million

Bergelectric Corporation 401(k) Contact Information

Phone
761-746-1003
Mailing address
3182 LIONSHEAD AVE., CARLSBAD CA 92010
Plan sponsor
BERGELECTRIC CORPORATION
Employer identification number (EIN)
95-1459684
Plan number
002

Questions about the Bergelectric Corporation 401(k)

Does Bergelectric Corporation contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $3.74 million in employer contributions for plan year 2024.

Does the Bergelectric Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

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

3,458 participants at the start of plan year 2024, 2,434 of them active employees, and 952 former employees who still had money in the plan.

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

About $50,396 per account: $168.7 million in plan assets across 3,347 accounts with a balance at the end of plan year 2024.

Who manages the Bergelectric Corporation 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Schwab Retirement Plan Services 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.

Related Companies
Headquarter: 6811 E. MISSION AVE., SPOKANE, WA, 99212
Headquarter: 5903 WESTSIDE AVENUE, NORTH BERGEN, NJ, 07047
Headquarter: 5780 POWERS FERRY ROAD NORTHWEST, ATLANTA, GA, 303274349
Headquarter: 675 ALMANOR AVENUE, SUNNYVALE, CA, 94085
Headquarter: ONE CANON PARK, MELVILLE, NY, 11747