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

Bergstrom Inc. 401(k) Plan Facts

Plan name
BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERGSTROM INC
Participants
583 (437 active employees)
Former employees with a balance
144
Plan assets
$63,706,395 at Dec 31, 2024
Average account balance
$117,975 across 540 accounts
Employer contributions
$1,123,694 in plan year 2024 (32% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1966
✓ 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.53 million went into the plan in contributions, $1.12 million of it from the employer (32%).
  • $7.24 million was paid out to participants.
  • Investment and other income added $7.66 million.
  • Administrative expenses were $68,402, about $127 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019655$53.8 million$1.02 million$2.39 million
2020683$53.0 million$254,980$8.04 million
2021594$62.4 million$864,503$2.18 million
2022615$51.7 million$1.02 million$4.37 million
2023586$59.8 million$1.13 million$3.76 million
2024583$63.7 million$1.12 million$7.24 million

Bergstrom Inc. 401(k) Contact Information

Phone
815-874-7821
Mailing address
2390 BLACKHAWK ROAD, ROCKFORD IL 61109
Plan sponsor
BERGSTROM INC
Employer identification number (EIN)
36-2138104
Plan number
001

Questions about the Bergstrom Inc. 401(k)

Does Bergstrom Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.12 million, 32% of all contributions.

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

Yes. The plan reports automatic enrollment of eligible employees.

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

583 participants at the start of plan year 2024, 437 of them active employees, and 144 former employees who still had money in the plan.

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

About $117,975 per account: $63.7 million in plan assets across 540 accounts with a balance at the end of plan year 2024.

Who manages the Bergstrom Inc 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with T. Rowe Price 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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