Original filing (PDF)20251105093139NAL0013386896001

D.H. BERTENTHAL & SONS, INC.

Name: D.H. BERTENTHAL & SONS, INC. — D.H. BERTENTHAL & SONS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: D.H. BERTENTHAL & SONS, INC.

Form 5500-SF

FILING_RECEIVED

D.H. BERTENTHAL & SONS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

D.H. BERTENTHAL & SONS, INC.

EIN

25-1343787

Address

P.O. BOX 520 · MORGAN, PA · 15064

Phone

(412) 221-4747

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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