How big is Neal Berntson's plan?

Neal Berntson's plan reported $4.6M in assets and 5 participants for 2024.

Original filing (PDF)20251006053624NAL0005518160001

Neal Berntson

Name: Neal Berntson — Neal Berntson Safe Harbor 401(k), Form 5500 (2024)
Creator: Neal Berntson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neal Berntson Safe Harbor 401(k) Plan

401(k) retirement plan · Neal Berntson's Neal Berntson Safe Harbor 401(k) Plan held $4.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Neal Berntson signed Neal Berntson's 2024 Form 5500 as plan administrator.

Neal Berntson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Neal Berntson's EIN is 45-0428254.

EIN 45-0428254

Plan number 002

Plan year 2024

ACK ID 20251006053624NAL0005518160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neal Berntson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neal Berntson's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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