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  2. INTERSTATE GROUP, INC. DBA BERTECH
Sponsor portfolio

INTERSTATE GROUP, INC. DBA BERTECH

EIN 95-4537196-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
18
640 MAPLE AVENUE - TORRANCE, CA 90503310-787-8346
Plans on this EIN
2 filings
#003CashBalance-$913K - 8 part#002401k-$597K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • DEFINED BENEFIT PLAN (#003)60%
  • BERTECH 401(K) (#002)40%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BERTECH 401(K) (#002)10
  • DEFINED BENEFIT PLAN (#003)8
Total 18Click 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#003

BERTECH DEFINED BENEFIT PLAN

CashBalance

Assets$913K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BERTECH 401(K) PLAN

401k

Assets$597K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BERTECH DEFINED BENEFIT PLANCashBalance$913K82025
002BERTECH 401(K) PLAN401k$597K102025
Retirement plans
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