How big is Bergert Group Ltd.'s plan?

Bergert Group Ltd.'s plan reported $663K in assets and 7 participants for 2024.

Original filing (PDF)20251007160632NAL0002598435001

Bergert Group Ltd.

Name: Bergert Group Ltd. — Bergert Group 401(k) Profit, Form 5500 (2024)
Creator: Bergert Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergert Group 401(k) Profit Sharing Plan

401(k) retirement plan · Bergert Group Ltd.'s Bergert Group 401(k) Profit Sharing Plan held $663K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

People on this filing

Anthony Warren signed Bergert Group Ltd.'s 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Bergert Group Ltd.'s EIN is 81-0777309.

EIN 81-0777309

Plan number 001

Plan year 2024

ACK ID 20251007160632NAL0002598435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bergert Group Ltd.'s plan includes profit-sharing, a 401(k) feature, 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 BERGERT GROUP LTD..

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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