Original filing (PDF)20250327091357NAL0017285601001

CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT

Name: CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT — CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2023)
Creator: CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

CLARK GUILLIAM BERTSCH WEALTH MANAGEMENT

EIN

85-1647719all filings

Address

875 NORTH CLEVELAND MASSILION ROAD · AKRON, OH · 44333

Phone

(330) 932-4110

Industry

Professional & Technical Servicessee all

Plan administrator