[ EIN: 03-0509252 | Plan No. 001 ]
Form 5500 filing classifies THE BERTRAM GROUP 401(K)PLAN as a 401(k) plan, sponsored by THE BERTRAM GROUP, LLC. The plan is a Small Plan with 9 participants and total assets of $171,828 reported for the 2024 plan year.
Plan Sponsor: THE BERTRAM GROUP, LLC
Location: 8 WRIGHT STREET, STE 107, WESTPORT, CT 06880
EIN: 030509252
Plan Number: 001
պան Year: 2024Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 9
Total Assets: $171,828
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