How big is John Bertram House's plan?

John Bertram House's plan reported $890K in assets and 9 participants for 2024.

Original filing (PDF)20250701093510NAL0030330402001

John Bertram House

Name: John Bertram House — The John Bertram House Inc. Tax, Form 5500 (2024)
Creator: John Bertram House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The John Bertram House Inc. Tax Deferred Annuity Plan

403(b) retirement plan · John Bertram House's The John Bertram House Inc. Tax Deferred Annuity Plan held $890K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$890K

Net assets (EOY)

$890K

People on this filing

Erika Herrera signed John Bertram House's 2024 Form 5500 as plan administrator.

Erika Herrera — 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

John Bertram House's EIN is 04-2103743.

EIN 04-2103743

Plan number 001

Plan year 2024

ACK ID 20250701093510NAL0030330402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Bertram House from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Bertram House's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JOHN BERTRAM HOUSE

EIN

all filings

Address

29 WASHINGTON SQUARE · SALEM, MA · 019704014

Phone

(978) 744-1002

Industry

Health Care & Social Assistance

Plan administrator