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  2. Berthel Fisher & Company, Inc.

Filings through Oct 24, 2026.

Berthel Fisher & Company, Inc.

EIN 42-1254805-financial services-Latest filing 2025
Plans
1
Retirement
1
$14.9M assets
Health & Benefits
0
Participants
73
4201 42ND ST. NE STE. 100 - CEDAR RAPIDS, IA 52402319-447-5700smr-invest.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$14.9M - 73 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

BERTHEL FISHER & COMPANY, INC. EMPLOYEES 401(K)

401(k)

Assets$14.9M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BERTHEL FISHER & COMPANY, INC. EMPLOYEES 401(K)401(k)$14.9M732025
  • BERTHEL FISHER & COMPANY, INC. EMPLOYEES 401(K)$14.9M
    #002 · 401(k) · 202573
Retirement plans
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