How big is J Scott Bertram-Attorney's plan?

J Scott Bertram-Attorney's plan reported $629K in assets and 9 participants for 2024.

Original filing (PDF)20250710120646NAL0008666144001

J Scott Bertram-Attorney

Name: J Scott Bertram-Attorney — J Scott Bertram-Attorney, Form 5500 (2024)
Creator: J Scott Bertram-Attorney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Scott Bertram-Attorney 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · J Scott Bertram-Attorney's J Scott Bertram-Attorney 401(k) Profit Sharing Plan & Trust held $629K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

SUE Bertram signed J Scott Bertram-Attorney's 2024 Form 5500 as plan administrator.

SUE Bertram — 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

J Scott Bertram-Attorney's EIN is 43-1275054.

EIN 43-1275054

Plan number 001

Plan year 2024

ACK ID 20250710120646NAL0008666144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

J Scott Bertram-Attorney'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 J SCOTT BERTRAM-ATTORNEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

J SCOTT BERTRAM-ATTORNEY

EIN

all filings

Address

2345 GRAND BLVD STE 1925 · KANSAS CITY, MO · 641082674

Phone

(816) 523-2205

Industry

Law Offices· Professional & Technical Services

Plan administrator