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Sponsor portfolio

BERGERT GROUP LTD.

EIN 81-0777309-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
21
1601 CHADFORD GATE SE - CANTON, OH 44709330-495-7571
Plans on this EIN
2 filings
#001401k-$804K - 11 part#002CashBalance-$245K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERGERT GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$804K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BERGERT GROUP CASH BALANCE PLAN

CashBalance

Assets$245K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERGERT GROUP 401(K) PROFIT SHARING PLAN401k$804K112025
002BERGERT GROUP CASH BALANCE PLANCashBalance$245K102025
Retirement plans
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