Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERTREM PRODUCTS, INC.
EIN 73-1239143utilitiesLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 43 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
BERTREM PRODUCTS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants24
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 | BERTREM PRODUCTS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 19 | 2024 | |
| 002 | BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 24 | 2024 |
Retirement plans