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  2. BERTRAND, FOX, ELLIOT, OSMAN & WENZEL, LLP
Sponsor portfolio

BERTRAND, FOX, ELLIOT, OSMAN & WENZEL, LLP

EIN 93-4248982-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$13.0M assets
Welfare
0
Participants
58
2749 HYDE ST. - SAN FRANCISCO, CA 941091222415-353-0999
Plans on this EIN
1 filing
#001401k-$13.0M - 58 part

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Retirement#001

BERTRAND, FOX, ELLIOT, OSMAN & WENZEL 401(K) PROFIT SHARING PLAN

401k

Assets$13.0M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERTRAND, FOX, ELLIOT, OSMAN & WENZEL 401(K) PROFIT SHARING PLAN401k$13.0M582025
Retirement plans
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