The Bertram Group LLC
Plan context: The Bertram Group 401(K)Plan
EIN 03-0509252 • Westport, CT • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$379,378
2025 Contributions
$171,172
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $379,378 | $171,172 | $19,019iApproximate average salary by contribution assumption: employee only about $475,478 at 4% or $316,985 at 6%; with 50% employer match about $316,985 at 4% or $211,323 at 6%; with 100% employer match about $237,739 at 4% or $158,493 at 6%. |
| The Bertram Group 401(K)Plan | - | 9 | $379,378 | $171,172 | $19,019iApproximate average salary by contribution assumption: employee only about $475,478 at 4% or $316,985 at 6%; with 50% employer match about $316,985 at 4% or $211,323 at 6%; with 100% employer match about $237,739 at 4% or $158,493 at 6%. |
| 2024 | 1 | 6 | $171,828 | $169,188 | $28,198iApproximate average salary by contribution assumption: employee only about $704,950 at 4% or $469,967 at 6%; with 50% employer match about $469,967 at 4% or $313,311 at 6%; with 100% employer match about $352,475 at 4% or $234,983 at 6%. |
| The Bertram Group 401(K)Plan | - | 6 | $171,828 | $169,188 | $28,198iApproximate average salary by contribution assumption: employee only about $704,950 at 4% or $469,967 at 6%; with 50% employer match about $469,967 at 4% or $313,311 at 6%; with 100% employer match about $352,475 at 4% or $234,983 at 6%. |