How big is Bertram Georgetown Pharmacy's plan?

Bertram Georgetown Pharmacy's plan reported $1.6M in assets and 15 participants for 2024.

Original filing (PDF)20251218065708NAL0002466707001

Bertram Georgetown Pharmacy

Name: Bertram Georgetown Pharmacy — Bertram Georgetown, Form 5500 (2024)
Creator: Bertram Georgetown Pharmacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertram Georgetown Pharmacy Inc. 401(k) Profit Sharing Plan.

401(k) retirement plan · Bertram Georgetown Pharmacy's Bertram Georgetown Pharmacy Inc. 401(k) Profit Sharing Plan. held $1.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

ALEX Bertram signed Bertram Georgetown Pharmacy's 2024 Form 5500 as plan administrator.

ALEX Bertram — 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

Bertram Georgetown Pharmacy's EIN is 87-2025313.

EIN 87-2025313

Plan number 001

Plan year 2024

ACK ID 20251218065708NAL0002466707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bertram Georgetown Pharmacy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bertram Georgetown Pharmacy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERTRAM GEORGETOWN PHARMACY.

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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