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  2. Bergen & Parkinson, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Bergen & Parkinson, LLC

EIN 01-0513838-law practice-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Health & Benefits
0
Participants
71
62 PORTLAND RD STE 25 - KENNEBUNK, ME 04043207-985-7000bergenparkinson.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401(k)-$4.7M - 32 part#002Money purchase-$1.2M - 39 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 71 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$4.7M
  • PARKINSON, LLC PENSION (#002)$1.2M
Total $5.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PARKINSON, LLC PENSION (#002)39
  • PROFIT SHARING PLAN (#001)32
Total 71Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BERGEN & PARKINSON, LLC PROFIT SHARING PLAN

401(k)

Assets$4.7M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BERGEN & PARKINSON, LLC PENSION PLAN

Money purchase

Assets$1.2M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BERGEN & PARKINSON, LLC PROFIT SHARING PLAN401(k)$4.7M322025
#002BERGEN & PARKINSON, LLC PENSION PLANMoney purchase$1.2M392025
  • BERGEN & PARKINSON, LLC PROFIT SHARING PLAN$4.7M
    #001 · 401(k) · 202532
  • BERGEN & PARKINSON, LLC PENSION PLAN$1.2M
    #002 · Money purchase · 202539
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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