How big is Daniel E. Bertolino, PC's plan?

Daniel E. Bertolino, PC's plan reported $4.3M in assets and 3 participants for 2025.

Original filing (PDF)20260415070939NAL0019526257001

Daniel E. Bertolino, PC

Name: Daniel E. Bertolino, PC — Daniel E. Bertolino, Form 5500 (2025)
Creator: Daniel E. Bertolino, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel E. Bertolino, 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel E. Bertolino, PC's Daniel E. Bertolino, 401(k) Profit Sharing Plan held $4.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Daniel E. Bertolino, PC's EIN is 13-4089263.

EIN 13-4089263

Plan number 001

Plan year 2025

ACK ID 20260415070939NAL0019526257001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel E. Bertolino, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel E. Bertolino, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL E. BERTOLINO, PC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score