Kellerman Bergensons Services 401(k) match, vesting and fees
What Kellerman Bergensons Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Silicon Valley Accountancy Corp. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 231 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Kellerman Bergensons Services: employer contribution per participant | $425 | |
| Peer median | $1,443 |
| Kellerman Bergensons Services: average balance | $25,115 | |
| Peer median | $38,287 |
| Kellerman Bergensons Services: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.8M at the end of plan year 2021 to $23.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 22,080 | $23.7M | $400K | $425 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 37,738 | $20.8M | $370K | $397 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 44,819 | $18M | $437K | $410 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 32,318 | $17.8M | $130K | $182 | 0.05% | Not published | Form 5500 ↗ |
Other Kellerman Bergensons Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ccj Sanctuary, LLC DBA Gcm 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Kellerman Bergensons Services match 401(k) contributions?
The match terms for the Kellermeyer Bergensons Services Savings & Protection Plan have not been published from its filing yet. The plan year 2024 filing reports $400K in employer contributions, about $425 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kellerman Bergensons Services 401(k) match vested?
The vesting schedule for the Kellermeyer Bergensons Services Savings & Protection Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kellerman Bergensons Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Kellermeyer Bergensons Services, LLC.
I left Kellerman Bergensons Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kellermeyer Bergensons Services, LLC, (800) 537-1375) or the recordkeeper, Principal Life Insurance Company. The Kellerman Bergensons Services old 401(k) page lists the contacts from every plan filing. Find an old Kellerman Bergensons Services 401(k)
Data from the public Form 5500 annual reports Kellerman Bergensons Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kellerman Bergensons Services. Not financial advice. Report a correction · Methodology