· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BENTLEY AND MORE LLP — BENTLEY AND MORE LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625184231NAL0019410546001
BENTLEY AND MORE LLP
Form 5500-SF
FILING_RECEIVED
BENTLEY AND MORE LLP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
40
Accounts w/ balance
28
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BENTLEY AND MORE LLP
.
Find decision makers
Plan sponsor
Name
BENTLEY AND MORE LLP
EIN
81-3488729
Address
4931 BIRCH ST · NEWPORT BEACH, CA · 926602114
Phone
(949) 870-3800
Industry
Other Services (ex. Public Admin)
see 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
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
JAMES G. MURPHY, INC.
JAMES G. MURPHY, INC. 401K PLAN
$5.6M · 38 participants
PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C.
PROSERPI-SCHLECHTER CENTER FOR PLASTIC SURGERY, P.C. 401(K) PROFIT SHARING PLAN
$5.6M · 13 participants
BENEFITS MANAGEMENT GROUP, INC.
BENEFITS MANAGEMENT GROUP, INC. 401(K) PLAN
$5.6M · 54 participants
C.W. GRAY & SONS, INC.
C.W. GRAY & SONS, INC. PROFIT SHARING PLAN
$5.6M · 8 participants
TOTAL CARE, INCORPORATED
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TOTAL CARE, INCORPORATED PROFIT SHARING PLAN
$5.6M · 15 participants
AVIO CONSULTING, LLC
AVIO CONSULTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$5.6M · 32 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
