How big is Bertolini Solutions, LLC's plan?

Bertolini Solutions, LLC's plan reported $401K in assets and 7 participants for 2024.

Original filing (PDF)20250609094352NAL0023324928001

Bertolini Solutions, LLC

Name: Bertolini Solutions, LLC — The Smart Pergola 401(k), Form 5500 (2024)
Creator: Bertolini Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Smart Pergola 401(k) Plan

401(k) retirement plan · Bertolini Solutions, LLC's The Smart Pergola 401(k) Plan held $401K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

Plan identifiers

Bertolini Solutions, LLC's EIN is 47-1692577.

EIN 47-1692577

Plan number 001

Plan year 2024

ACK ID 20250609094352NAL0023324928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bertolini Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bertolini Solutions, 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 BERTOLINI SOLUTIONS, 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