Kellermeyer Bergensons Services 401(k) plan

Kellermeyer Bergensons Services, LLC, Oceanside, CA. EIN 36-4431179. Annual reports 2009–2024. Also filed as Kellermeyer Building Services, LLC.

Kellermeyer Bergensons Services, LLC has one active retirement plan on file, the Kellermeyer Bergensons Services Savings & Protection Plan, with 22,080 participants and $23.7 million in assets in 2024. Principal has been its recordkeeper since 2009. No traditional pension plan appears in Kellermeyer Bergensons Services's filings since 2009.

Active plans: 1
Participants: 22,080
Plan assets: $23.7 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Business services

The plan

Kellermeyer Bergensons Services Savings & Protection Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 36-4431179
Participants (2024): 22,080
Net assets (2024): $23.7 million
Recordkeeper: Principal2009–2024
Plan administrator: Kellermeyer Bergensons Services, LLC
3609 Ocean Ranch Boulevard, Suite 120
Oceanside, CA 92056
(800) 537-1375As filed for 2024
In effect since: January 1, 1986

Plans merged into this one: Varsity Contractors, Inc. Cash Or Deferred 401K Plan (2019).

Earlier sponsor: Kellermeyer Building Services, LLC (2009–2010).

Earlier plan names: Kellermeyer Savings & Protection Plan; Kellermeyer Bergensons Services & Protection Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	22,080	$23.7 million	Principal
2023	37,738	$20.8 million	Principal
2022	44,819	$18.0 million	Principal
2021	32,318	$17.8 million	Principal
2020	7,637	$15.1 million	Principal
2019	5,974	$17.5 million	Principal
2018	8,113	$13.1 million	Principal
2017	5,035	$5.1 million	Principal
2016	4,768	$5.2 million	Principal
2015	4,179	$5.7 million	Principal
2014	4,580	$7.6 million	Principal
2013	5,178	$7.3 million	Principal
2012	5,784	$6.8 million	Principal
2011	4,296	$5.4 million	Principal
2010	3,630	$5.5 million	Principal
2009	2,617	$5.0 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Kellermeyer Bergensons Services Savings & Protection Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 537-1375). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Kellermeyer Bergensons Services Savings & Protection Plan

If you had money in one of these plans

What these numbers are

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