Original filing (PDF)20250411220938NAL0045626402031

BERTNER ADVISORS LLC

Name: BERTNER ADVISORS LLC — BERTNER ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: BERTNER ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

BERTNER ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$785K

Net assets (EOY)

$785K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERTNER ADVISORS LLC.

Plan sponsor

Name

BERTNER ADVISORS LLC

EIN

46-2559040

Address

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

Phone

(917) 864-7158

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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