Berger Chevrolet, Inc. 401(k) Plan: Login, Facts & Contact Information

Berger Chevrolet, Inc. 401(k) Plan Facts

Plan name
BERGER CHEVROLET, INC. 401(K) PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERGER CHEVROLET, INC.
Participants
331 (279 active employees)
Former employees with a balance
37
Plan assets
$25,171,133 at Aug 31, 2025
Average account balance
$97,563 across 258 accounts
Employer contributions
$370,976 in plan year 2024 (16% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Sep 1, 2024 – Aug 31, 2025
Plan established
Jan 1, 1995
✓ 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 (Sep 1, 2024 – Aug 31, 2025), filed Mar 31, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.36 million went into the plan in contributions, $370,976 of it from the employer (16%).
  • $2.01 million was paid out to participants.
  • Investment and other income added $2.62 million.
  • Administrative expenses were $142,110, about $551 per account.

How the Berger Chevrolet, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019245$14.1 million$205,329$1.23 million
2020235$18.3 million$254,662$1.41 million
2021266$16.5 million$296,049$951,804
2022285$19.3 million$326,797$1.06 million
2023309$22.3 million$346,306$2.85 million
2024331$25.2 million$370,976$2.01 million

Berger Chevrolet, Inc. 401(k) Contact Information

Phone
616-949-5200
Mailing address
2525 28TH STREET, S.E., GRAND RAPIDS MI 495121616
Plan sponsor
BERGER CHEVROLET, INC.
Employer identification number (EIN)
38-2374197
Plan number
001

Questions about the Berger Chevrolet, Inc. 401(k)

Does Berger Chevrolet, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $370,976, 16% of all contributions.

Does the Berger Chevrolet, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Berger Chevrolet, Inc 401(k) plan?

331 participants at the start of plan year 2024, 279 of them active employees, and 37 former employees who still had money in the plan.

What is the average 401(k) balance at Berger Chevrolet, Inc?

About $97,563 per account: $25.2 million in plan assets across 258 accounts with a balance at the end of plan year 2024.

Who manages the Berger Chevrolet, Inc 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Berger Chevrolet, Inc. How do I access my 401(k)?

Your account stays with Milliman 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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