Original filing (PDF)20250707111822NAL0008850210001

BERT'S INCORPORATED DBA BERT'S BIKES & FITNESS

Name: BERT'S INCORPORATED DBA BERT'S BIKES & FITNESS — BERT'S BIKES & FITNESS 401(K) PLAN, Form 5500 (2024)
Creator: BERT'S INCORPORATED DBA BERT'S BIKES & FITNESS

Form 5500-SF

FILING_RECEIVED

BERT'S BIKES & FITNESS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERT'S INCORPORATED DBA BERT'S BIKES & FITNESS.

Plan sponsor

Name

BERT'S INCORPORATED DBA BERT'S BIKES & FITNESS

EIN

16-1428662

Address

4050 SOUTHWESTERN BLVD. · ORCHARD PARK, NY · 14127

Phone

(716) 646-0028

Industry

Retail Tradesee all

Plan administrator