Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERGEN & PARKINSON, LLC
EIN 01-0513838law practiceLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
71
62 PORTLAND RD STE 25 - KENNEBUNK, ME 04043207-985-7000bergenparkinson.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 71 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERGEN & PARKINSON, LLC PROFIT SHARING PLAN
401k
Assets$4.7M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERGEN & PARKINSON, LLC PENSION PLAN
MoneyPurchase
Assets$1.2M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERGEN & PARKINSON, LLC PROFIT SHARING PLAN | 401k | $4.7M | 32 | 2025 | |
| 002 | BERGEN & PARKINSON, LLC PENSION PLAN | MoneyPurchase | $1.2M | 39 | 2025 |
Retirement plans