Bertram Electric, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bertram Electric, INC.
  • Sponsor EIN: 411354836
  • Sponsor Address: 22528 182ND AVE, COLD SPRING, MN, 563208738
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$1.6M$26,553$0
202311$1.3M$30,348$0
202210$942,861$28,177$0

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