How big is Bertelkamp Automation, Inc.'s plan?

Bertelkamp Automation, Inc.'s plan reported $14.6M in assets and 90 participants for 2024.

Original filing (PDF)20250620112656NAL0002249763001

Bertelkamp Automation, Inc.

Name: Bertelkamp Automation, Inc. — Bertelkamp Automation, Form 5500 (2024)
Creator: Bertelkamp Automation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertelkamp Automation, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bertelkamp Automation, Inc.'s Bertelkamp Automation, Inc. 401(k) Profit Sharing Plan held $14.6M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

People on this filing

Lance Davis signed Bertelkamp Automation, Inc.'s 2024 Form 5500 as plan administrator.

Lance Davis — 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

Bertelkamp Automation, Inc.'s EIN is 62-0944148.

EIN 62-0944148

Plan number 001

Plan year 2024

ACK ID 20250620112656NAL0002249763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bertelkamp Automation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off