Sponsor portfolio
JJ BERGEN & ASSOCIATES LLC
EIN 46-5273333financial servicesLatest filing 2025
Plans
1
Retirement
1
$448K assets
Welfare
0
Participants
7
172 MADISON, 8C - NEW YORK, NY 10016212-202-2958jjbergen.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JJ BERGEN & ASSOCIATES 401K PLAN | 401k | $448K | 7 | 2025 |
Retirement plans