How big is Bertch Associates Inc.'s plan?

Bertch Associates Inc.'s plan reported $693K in assets and 7 participants for 2025.

Original filing (PDF)20260413110041NAL0022013410001

Bertch Associates Inc.

Name: Bertch Associates Inc. — Bertch Associates Inc., Form 5500 (2025)
Creator: Bertch Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertch Associates Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bertch Associates Inc.'s Bertch Associates Inc. 401(k) Profit Sharing Plan & Trust held $693K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

People on this filing

Daniel F Bertch signed Bertch Associates Inc.'s 2025 Form 5500 as plan administrator.

Daniel F Bertch — 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

Bertch Associates Inc.'s EIN is 81-2343934.

EIN 81-2343934

Plan number 001

Plan year 2025

ACK ID 20260413110041NAL0022013410001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bertch Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bertch Associates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERTCH ASSOCIATES INC.

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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