How big is Bertschi School's plan?

Bertschi School's plan reported $11.9M in assets and 64 participants for 2024.

Original filing (PDF)20251117150639NAL0002296832001

Bertschi School

Name: Bertschi School — Bertschi School DC Retirement Plan, Form 5500 (2024)
Creator: Bertschi School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertschi School DC Retirement Plan

403(b) retirement plan · Bertschi School's Bertschi School DC Retirement Plan held $11.9M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

Michael Gardner signed Bertschi School's 2024 Form 5500 as plan administrator.

Michael Gardner — 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

Bertschi School's EIN is 91-0975541.

EIN 91-0975541

Plan number 001

Plan year 2024

ACK ID 20251117150639NAL0002296832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bertschi School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off