Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERTRAM LAW GROUP PLLC
EIN 82-4007549legal servicesLatest filing 2024
Plans
2
Retirement
2
$355K assets
Welfare
0
Participants
4
601 PENNSYLVANIA AVE,, NW SOUTH BLDG, #965 - WASHINGTON, DC 20004202-803-5800LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $355K assets / 4 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
BERTRAM LAW GROUP PLLC DBA BERTRAM & MURPHY CASH BALANCE PENSION PLAN
CashBalance
Assets$297K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERTRAM LAW GROUP PLLC BDA BERTRAM & MURPHY 401(K) PLAN
401k
Assets$58K
Participants2
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 | BERTRAM LAW GROUP PLLC DBA BERTRAM & MURPHY CASH BALANCE PENSION PLAN | CashBalance | $297K | 2 | 2024 | |
| 002 | BERTRAM LAW GROUP PLLC BDA BERTRAM & MURPHY 401(K) PLAN | 401k | $58K | 2 | 2024 |
Retirement plans