Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERTSCH INVESTMENT STRATEGIES, LLC
EIN 26-3087950Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 8 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
BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN
401k
Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$835K
Participants4
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 | BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN | 401k | $2.9M | 4 | 2025 | |
| 002 | BERTSCH INVESTMENT STRATEGIES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $835K | 4 | 2025 |
Retirement plans