How big is Bertram Associates' plan?

Bertram Associates' plan reported $3.0M in assets and 25 participants for 2024.

Original filing (PDF)20251015190311NAL0002795795001

Bertram Associates

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

Form 5500-SF

FILING_RECEIVED

Bertram Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Bertram Associates' Bertram Associates 401(k) Profit Sharing Plan held $3.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Bertram Associates' EIN is 22-2449020.

EIN 22-2449020

Plan number 001

Plan year 2024

ACK ID 20251015190311NAL0002795795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bertram Associates' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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