How big is The Bergamot Group's plan?

The Bergamot Group's plan reported $724K in assets and 4 participants for 2024.

Original filing (PDF)20250805064433NAL0001080947001

The Bergamot Group

Name: The Bergamot Group — The Bergamot Group 401(k) Plan, Form 5500 (2024)
Creator: The Bergamot Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bergamot Group 401(k) Plan

401(k) retirement plan · The Bergamot Group's The Bergamot Group 401(k) Plan held $724K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$722K

People on this filing

Leanne Robuck signed The Bergamot Group's 2024 Form 5500 as plan administrator.

Leanne Robuck — 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

The Bergamot Group's EIN is 57-1097123.

EIN 57-1097123

Plan number 001

Plan year 2024

ACK ID 20250805064433NAL0001080947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Bergamot Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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