How big is The Bertram Group, LLC's plan?

The Bertram Group, LLC's plan reported $379K in assets and 8 participants for 2025.

Original filing (PDF)20260206115642NAL0009312978001

The Bertram Group, LLC

Name: The Bertram Group, LLC — The Bertram Group, Form 5500 (2025)
Creator: The Bertram Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bertram Group 401(k)Plan

401(k) retirement plan · The Bertram Group, LLC's The Bertram Group 401(k)Plan held $379K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

Victor Garcia for TRPC signed The Bertram Group, LLC's 2025 Form 5500 as plan administrator.

Victor Garcia for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Bertram Group, LLC's EIN is 03-0509252.

EIN 03-0509252

Plan number 001

Plan year 2025

ACK ID 20260206115642NAL0009312978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Bertram Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Bertram Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERTRAM GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score