Original filing (PDF)20250624081308NAL0003956403001

KELLERMAN BERGENSONS SERVICES, LLC

Name: KELLERMAN BERGENSONS SERVICES, LLC — CCJ SANCTUARY, LLC DBA GCM 401(K) PLAN, Form 5500 (2024)
Creator: KELLERMAN BERGENSONS SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CCJ SANCTUARY, LLC DBA GCM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$917K

Net assets (EOY)

$917K

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 (25th 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 KELLERMAN BERGENSONS SERVICES, LLC.

Plan sponsor

Name

KELLERMAN BERGENSONS SERVICES, LLC

EIN

36-4431179all filings

Address

1 T AND G WAY · BLACKWOOD, NJ · 08012

Phone

(856) 768-0200

Industry

Management of Companies / Holdingssee all

Plan administrator