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BERTRAM HOUSE OF SWAMPSCOTT INC — THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250701093524NAL0030330882001
BERTRAM HOUSE OF SWAMPSCOTT INC
Form 5500-SF
FILING_RECEIVED
THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
75
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERTRAM HOUSE OF SWAMPSCOTT INC
.
Find decision makers
Plan sponsor
Name
BERTRAM HOUSE OF SWAMPSCOTT INC
EIN
04-3295922
Address
565 HUMPHREY STREET · SWAMPSCOTT, MA · 019072600
Phone
(781) 595-1991
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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