OpenERISA

Bertsch Investment Strategies, LLC

Erie, CO, 80516

EIN 26-3087950
Plans
2
Total participants
30
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110
Plan sponsors in ColoradoFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Bertsch Investment Strategies, LLC 401(K) Plan3
2024Form 5500-SF002Bertsch Investment Strategies, LLC Defined Benefit Plan3
2023Form 5500-SF001Bertsch Investment Strategies, LLC 401(K) Plan3
2023Form 5500-SF002Bertsch Investment Strategies, LLC Defined Benefit Plan3
2022Form 5500-SF001Bertsch Investment Strategies, LLC 401(K) Plan3
2022Form 5500-SF002Bertsch Investment Strategies, LLC Defined Benefit Plan3
2021Form 5500-SF001Bertsch Investment Strategies, LLC 401(K) Plan3
2021Form 5500-SF002Bertsch Investment Strategies, LLC Defined Benefit Plan3
2020Form 5500-SF001Bertsch Investment Strategies, LLC 401(K) Plan3
2020Form 5500-SF002Bertsch Investment Strategies, LLC Defined Benefit Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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