What public Form 5500 filings show about the Bertram Law Group PLLC DBA Bertram & Murphy 401(k) plan — and how to find and check your own account.
Bertram Law Group PLLC DBA Bertram & Murphy (EIN 82-4007549) reports BERTRAM LAW GROUP PLLC BDA BERTRAM & MURPHY 401(K) PLAN on its most recent Form 5500, with $58K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bertram Law Group PLLC DBA Bertram & Murphy filing — schedules, fees, and providers.
Bertram Law Group PLLC DBA Bertram & Murphy’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bertram Law Group PLLC DBA Bertram & MurphyHR for the recordkeeper’s name and login.
