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  2. Bert Bretherick Insurance & Financial SE

Filings through Oct 24, 2026.

Bert Bretherick Insurance & Financial SE

EIN 46-5594715-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$291K assets
Health & Benefits
0
Participants
17
2912 HOUGH RD - FLORENCE, AL 35630256-648-3470
Plans on this EIN
1 filing
#001401(k)-$291K - 17 part

Plan summaries

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

Retirement#001

BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN

401(k)

Assets$291K
Participants17
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
#001BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN401(k)$291K172025
  • BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN$291K
    #001 · 401(k) · 202517
Retirement plans
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