How big is Bertner Advisors LLC's plan?

Bertner Advisors LLC's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260402220109NAL0003082624042

Bertner Advisors LLC

Name: Bertner Advisors LLC — Bertner Advisors 401(k) Plan, Form 5500 (2025)
Creator: Bertner Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertner Advisors 401(k) Plan

401(k) retirement plan · Bertner Advisors LLC's Bertner Advisors 401(k) Plan held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Elantha Barry signed Bertner Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Bertner Advisors LLC's EIN is 46-2559040.

EIN 46-2559040

Plan number 001

Plan year 2025

ACK ID 20260402220109NAL0003082624042

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bertner Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bertner Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

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 (95th percentile).

Plan sponsor

Name

BERTNER ADVISORS LLC

EIN

all filings

Address

845 UNITED NATIONS PLAZA · SUITE 14D · NEW YORK, NY · 10017

Phone

(917) 864-7158

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator