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Form 5500 · Retirement plan · SAN ANTONIO, TX

BERRIDGE MANUFACTURING COMPANY

The filing calls this plan BERRIDGE MANUFACTURING 401(K) PLAN.

BERRIDGE MANUFACTURING COMPANY of SAN ANTONIO, TX's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2125639 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
220
Contracts on file
1
Contract value
$802,479
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $802,479 at the end of the plan year, as reported on Schedule A.

$2,670 in agent commissions is disclosed across the contracts; MORGAN STANLEY SMITH BARNEY LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC79December$802,479$2,670

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BERRIDGE MANUFACTURING COMPANY
EIN 74-2125639
EMPOWER ANNUITY INS CO. OF AMERICA
RECORDKEEPER · EIN 84-0467907
$45,459
paid directly by the plan
MORGAN STANLEY SMITH BARNEY LLC
BROKER/ADVISOR · EIN 26-4310632
$0
paid directly by the plan
EMPOWER ADVISORY GROUP, LLC
INVESTMENT MGMT · EIN 84-1532243
$15,249
paid directly by the plan
MORGAN STANLEY INSURANCE SERVICES I
BROKER/ADVISER · EIN 51-0116113
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$9,864,768
Paid out in benefits
$715,058
Participants at the start of the year
220
Participants with account balances
179

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 35-0921680
CROWE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Texas — largest plans, brokers, carriers and renewal months.