Kellermeyer Bergensons Services, Llc 401(k) Plan: Login, Facts & Contact Information

Kellermeyer Bergensons Services, Llc 401(k) Plan Facts

Plan name
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KELLERMEYER BERGENSONS SERVICES, LLC
Participants
24,488 (21,882 active employees)
Former employees with a balance
196
Plan assets
$23,658,409 at Dec 31, 2024
Average account balance
$25,115 across 942 accounts
Employer contributions
$400,485 in plan year 2024 (10% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1986
✓ 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 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.12 million went into the plan in contributions, $400,485 of it from the employer (10%).
  • $3.80 million was paid out to participants.
  • Investment and other income added $2.63 million.
  • Administrative expenses were $103,061, about $109 per account.

How the Kellermeyer Bergensons Services, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20196,389$17.5 million$0$1.89 million
20207,692$15.1 million$0$4.89 million
202110,940$17.8 million$130,443$899,028
202235,350$18.0 million$436,576$2.27 million
202326,780$20.8 million$370,273$3.47 million
202424,488$23.7 million$400,485$3.80 million

Kellermeyer Bergensons Services, Llc 401(k) Contact Information

Phone
800-537-1375
Mailing address
3609 OCEAN RANCH BOULEVARD SUITE 120, OCEANSIDE CA 920562696
Plan sponsor
KELLERMEYER BERGENSONS SERVICES, LLC
Employer identification number (EIN)
36-4431179
Plan number
002

Questions about the Kellermeyer Bergensons Services, Llc 401(k)

Does Kellermeyer Bergensons Services, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $400,485, 10% of all contributions.

Does the Kellermeyer Bergensons Services, Llc 401(k) have automatic enrollment?

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

How many people are in the Kellermeyer Bergensons Services, Llc 401(k) plan?

24,488 participants at the start of plan year 2024, 21,882 of them active employees, and 196 former employees who still had money in the plan.

What is the average 401(k) balance at Kellermeyer Bergensons Services, Llc?

About $25,115 per account: $23.7 million in plan assets across 942 accounts with a balance at the end of plan year 2024.

Who manages the Kellermeyer Bergensons Services, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kellermeyer Bergensons Services, Llc. How do I access my 401(k)?

Your account stays with Principal 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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