BERN, BUTLER, CAPILOUTO & MASSEY, CPA'S, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
28
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score
92
/ 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
72
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERN, BUTLER, CAPILOUTO & MASSEY, C.
Plan sponsor
Name
BERN, BUTLER, CAPILOUTO & MASSEY, C
EIN
63-0967991
Address
2660 EASTCHASE LANE, SUITE 103 · MONTGOMERY, AL · 36117
Phone
(334) 244-4100
Industry
CPA Offices· Professional & Technical Servicessee all
