How big is Kellerman Bergensons Services, LLC's plan?

Kellerman Bergensons Services, LLC's plan reported $917K in assets and 96 participants for 2024.

Original filing (PDF)20250624081308NAL0003956403001

Kellerman Bergensons Services, LLC

Name: Kellerman Bergensons Services, LLC — CCJ Sanctuary, Form 5500 (2024)
Creator: Kellerman Bergensons Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCJ Sanctuary, LLC DBA GCM 401(k) Plan

401(k) retirement plan · Kellerman Bergensons Services, LLC's CCJ Sanctuary, LLC DBA GCM 401(k) Plan held $917K in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$917K

Net assets (EOY)

$917K

People on this filing

John Grace III signed Kellerman Bergensons Services, LLC's 2024 Form 5500 as plan administrator.

John Grace III — 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

Kellerman Bergensons Services, LLC's EIN is 36-4431179.

EIN 36-4431179

Plan number 001

Plan year 2024

ACK ID 20250624081308NAL0003956403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kellerman Bergensons Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kellerman Bergensons Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLERMAN BERGENSONS SERVICES, LLC.

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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