Original filing (PDF)20251016140116NAL0008552368001

HENRY BERTODATTO PA

Name: HENRY BERTODATTO PA — HENRY BERTODATTO PA 401(K) PROFIT SHARING AND TRUST, Form 5500 (2024)
Creator: HENRY BERTODATTO PA

Form 5500-SF

FILING_RECEIVED

HENRY BERTODATTO PA 401(K) PROFIT SHARING AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HENRY BERTODATTO PA.

Plan sponsor

Name

HENRY BERTODATTO PA

EIN

81-1326797all filings

Address

2292 CAPE HEATHER CIR · CAPE CORAL, FL · 33991

Phone

(239) 848-7558

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CAERULEUM LLC

CAERULEUM LLC 401(K) PROFIT SHARING PLAN & TRUST

$33K · 6 participants

RACEK REALTY, LLC

RACEK REALTY, LLC 401(K) PLAN

$33K · 1 participants

LOPEZ REAL ESTATE LLC

LOPEZ REAL ESTATE LLC 401(K) PROFIT SHARING PLAN & TRUST

$33K · 2 participants

DUBYNE REALTY GROUP

DUBYNE REALTY GROUP 401(K) PLAN

$33K · 2 participants

CENTLIVRE LLC.

CENTLIVRE, LLC 401K PLAN

$33K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.