Original filing (PDF)20250327091357NAL0017285601001

Clark Guilliam Bertsch Wealth Management

Name: Clark Guilliam Bertsch Wealth Management — Form 5500 Plan 501 (2023)
Creator: Clark Guilliam Bertsch Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Guilliam Bertsch Wealth Management Chamber Benefit Arrangement Plan

Health & welfare plan · Clark Guilliam Bertsch Wealth Management's Clark Guilliam Bertsch Wealth Management Chamber Benefit Arrangement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Stephen Millard signed Clark Guilliam Bertsch Wealth Management's 2023 Form 5500 as plan administrator.

Stephen Millard — 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

Clark Guilliam Bertsch Wealth Management's EIN is 85-1647719.

EIN 85-1647719

Plan number 501

Plan year 2023

ACK ID 20250327091357NAL0017285601001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Clark Guilliam Bertsch Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Clark Guilliam Bertsch Wealth Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score