Bergstrom Corporation, Inc. 401(k) Plan: Login, Facts & Contact Information

Bergstrom Corporation, Inc. 401(k) Plan Facts

Plan name
BERGSTROM CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERGSTROM CORPORATION, INC.
Participants
2,520 (2,227 active employees)
Former employees with a balance
334
Plan assets
$105,889,652 at Dec 31, 2024
Average account balance
$67,878 across 1,560 accounts
Employer contributions
$1,067,369 in plan year 2024 (7% of all contributions)
Recordkeeper
Associated Trust Company, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1988
✓ 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 Aug 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.6 million went into the plan in contributions, $1.07 million of it from the employer (7%).
  • $9.07 million was paid out to participants.
  • Investment and other income added $13.3 million.
  • Administrative expenses were $259,556, about $166 per account.

How the Bergstrom Corporation, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,613$61.3 million$830,901$3.16 million
20201,575$73.3 million$852,757$5.39 million
20211,966$84.9 million$792,121$4.82 million
20221,897$69.6 million$809,964$4.44 million
20231,975$86.4 million$910,836$5.21 million
20242,520$105.9 million$1.07 million$9.07 million

Bergstrom Corporation, Inc. 401(k) Contact Information

Phone
920-725-4444
Mailing address
P.O. BOX 549, NEENAH WI 549570549
Plan sponsor
BERGSTROM CORPORATION, INC.
Employer identification number (EIN)
39-1202572
Plan number
001

Questions about the Bergstrom Corporation, Inc. 401(k)

Does Bergstrom Corporation, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.07 million, 7% of all contributions.

Does the Bergstrom Corporation, Inc 401(k) have automatic enrollment?

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

How many people are in the Bergstrom Corporation, Inc 401(k) plan?

2,520 participants at the start of plan year 2024, 2,227 of them active employees, and 334 former employees who still had money in the plan.

What is the average 401(k) balance at Bergstrom Corporation, Inc?

About $67,878 per account: $105.9 million in plan assets across 1,560 accounts with a balance at the end of plan year 2024.

Who manages the Bergstrom Corporation, Inc 401(k) accounts?

ASSOCIATED TRUST COMPANY, N.A. is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with ASSOCIATED TRUST COMPANY, N.A. 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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