Original filing (PDF)20240229100413NAL0018732448001

D. BERTOLINE & SONS INC

Name: D. BERTOLINE & SONS INC — D BERTOLINE & SONS INC 401(K), Form 5500 (2023)
Creator: D. BERTOLINE & SONS INC

Form 5500-SF

FILING_RECEIVED

D BERTOLINE & SONS INC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D. BERTOLINE & SONS INC.

Plan sponsor

Name

D. BERTOLINE & SONS INC

EIN

13-1895242

Address

7 JOHN WALSH BLVD · CHARLES POINT BUSINESS PARK · PEEKSKILL, NY · 10566

Phone

(914) 737-0266

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-28

Filed

2024-02-29

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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