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THE BERTRAM GROUP, LLC

EIN 03-0509252-education management-Latest filing 2025
Plans
1
Retirement
1
$379K assets
Welfare
0
Participants
9
8 WRIGHT STREET, STE 107 - WESTPORT, CT 06880203-255-2577thebertramgroup.comLinkedIn11-50 employeeseducation management
Plans on this EIN
1 filing
#001401k-$379K - 9 part

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Retirement#001

THE BERTRAM GROUP 401(K)PLAN

401k

Assets$379K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BERTRAM GROUP 401(K)PLAN401k$379K92025
Retirement plans
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