P 401(k) Plan Report

Stable plan record

BERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN

Sponsored by BERTRAM CAPITAL MANAGEMENT LLC · EIN/PN 204738270-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$10,759
Administrative cost per participant
2025
$1,398
Active participants
2025
57
Total plan assets
2025
$25,968,589
Participant loans as a share of assets
2025
0.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722103613NAL001205825700157$10,759
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.