How big is Pearse-Bertram, LLC's plan?

Pearse-Bertram, LLC's plan reported $5.4M in assets and 49 participants for 2024.

Original filing (PDF)20250625110751NAL0008037633001

Pearse-Bertram, LLC

Name: Pearse-Bertram, LLC — Pearse-Bertram 401(k) Plan, Form 5500 (2024)
Creator: Pearse-Bertram, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pearse-Bertram 401(k) Plan

401(k) retirement plan · Pearse-Bertram, LLC's Pearse-Bertram 401(k) Plan held $5.4M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Wendy Lavoie signed Pearse-Bertram, LLC's 2024 Form 5500 as plan administrator.

Wendy Lavoie — 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

Pearse-Bertram, LLC's EIN is 13-4317659.

EIN 13-4317659

Plan number 001

Plan year 2024

ACK ID 20250625110751NAL0008037633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pearse-Bertram, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pearse-Bertram, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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