Original filing (PDF)20250620112656NAL0002249763001

BERTELKAMP AUTOMATION, INC.

Name: BERTELKAMP AUTOMATION, INC. — BERTELKAMP AUTOMATION, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERTELKAMP AUTOMATION, INC.

Form 5500-SF

FILING_RECEIVED

BERTELKAMP AUTOMATION, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERTELKAMP AUTOMATION, INC..

Plan sponsor

Name

BERTELKAMP AUTOMATION, INC.

EIN

62-0944148

Address

P.O. BOX 11488 · KNOXVILLE, TN · 37939

Phone

(865) 588-7691

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

H.A. MOTORS LLP

H.A. MOTORS LLP RETIREMENT PLAN AND TRUST

$14.6M · 461 participants

EASTERN WAREHOUSE DISTRIBUTORS, LLC

EASTERN WAREHOUSE DISTRIBUTORS, LLC 401(K) PLAN

$14.3M · 1,192 participants

HELMET HOUSE, INC.

HELMET HOUSE, INC. 401(K) PLAN

$15.2M · 118 participants

CHARLES BARKER LUXURY IMPORTS, INC.

CHARLES BARKER LUXURY IMPORTS, INC. 401K PROFIT SHARING PLAN

$14.0M · 109 participants

NORTHSIDE IMPORTS, INC.

NORTHSIDE IMPORTS, INC. 401(K) PLAN