Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BERT SHOW, LLC
EIN 20-0966035Arts, Entertainment, and RecreationLatest filing 2025
Plans
3
Retirement
2
$5.6M assets
Welfare
1
Participants
40
4279 ROSWELL RD. SUITE #208 - ATLANTA, GA 30342404-304-0037
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 31 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
THE BERT SHOW, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE BERT SHOW, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE BERT SHOW GFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BERT SHOW, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 17 | 2025 | |
| 002 | THE BERT SHOW, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BERT SHOW GFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans