How big is Bentley and Associates, LLC's plan?

Bentley and Associates, LLC's plan reported $3.0M in assets and 20 participants for 2025.

Original filing (PDF)20260419202830NAL0000417507001

Bentley and Associates, LLC

Name: Bentley and Associates, LLC — Bentleys Surplus, Form 5500 (2025)
Creator: Bentley and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bentleys Surplus 401(k) Plan

401(k) retirement plan · Bentley and Associates, LLC's Bentleys Surplus 401(k) Plan held $3.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Bentley and Associates, LLC's EIN is 75-2723846.

EIN 75-2723846

Plan number 001

Plan year 2025

ACK ID 20260419202830NAL0000417507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bentley and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bentley and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENTLEY AND ASSOCIATES, 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