Original filing (PDF)20240531093730NAL0007650179001

BERTOLINO LLP

Name: BERTOLINO LLP — BERTOLINO LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: BERTOLINO LLP

Form 5500-SF

FILING_RECEIVED

BERTOLINO LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BERTOLINO LLP

EIN

41-2256094all filings

Address

823 CONGRESS AVE, SUITE 300 · AUSTIN, TX · 78701

Phone

(512) 476-5757

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