How big is Bergert Group Ltd.'s plan?

Bergert Group Ltd.'s plan reported $150K in assets and 8 participants for 2024.

Original filing (PDF)20250922144252NAL0007841938001

Bergert Group Ltd.

Name: Bergert Group Ltd. — Bergert Group Cash Balance Plan, Form 5500 (2024)
Creator: Bergert Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergert Group Cash Balance Plan

Defined-benefit pension plan · Bergert Group Ltd.'s Bergert Group Cash Balance Plan held $150K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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 002

Plan year 2024

ACK ID 20250922144252NAL0007841938001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score