What public Form 5500 filings show about the Bertram Volunteer Fire Department 401(k) plan — and how to find and check your own account.
Bertram Volunteer Fire Department (EIN 74-2296198) reports BERTRAM VOLUNTEER FIRE DEPARTMENT 401(K) PLAN on its most recent Form 5500, with $241K in plan assets across 10 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 Volunteer Fire Department filing — schedules, fees, and providers.
Bertram Volunteer Fire Department’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 Volunteer Fire DepartmentHR for the recordkeeper’s name and login.