How big is Bertram Capital Management LLC's plan?

Bertram Capital Management LLC's plan reported $21.6M in assets and 53 participants for 2024.

Original filing (PDF)20250919175350NAL0002575137001

Bertram Capital Management LLC

Name: Bertram Capital Management LLC — Bertram Capital, Form 5500 (2024)
Creator: Bertram Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertram Capital Management LLC 401(k) Plan

401(k) retirement plan · Bertram Capital Management LLC's Bertram Capital Management LLC 401(k) Plan held $21.6M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

People on this filing

IVY ONO signed Bertram Capital Management LLC's 2024 Form 5500 as plan administrator.

IVY ONO — 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

Bertram Capital Management LLC's EIN is 20-4738270.

EIN 20-4738270

Plan number 001

Plan year 2024

ACK ID 20250919175350NAL0002575137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bertram Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BERTRAM CAPITAL MANAGEMENT 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