Original filing (PDF)20250609132005NAL0024420704001

MATTHEW BERTINO

Name: MATTHEW BERTINO — NB CONSULTING SE 401K, Form 5500 (2024)
Creator: MATTHEW BERTINO

Form 5500-SF

FILING_RECEIVED

NB CONSULTING SE 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 MATTHEW BERTINO.

Plan sponsor

Name

MATTHEW BERTINO

EIN

82-3171098

Address

15 WITCH HAZEL CT · HOMOSASSA, FL · 344464310

Phone

(585) 412-2787

Industry

Professional & Technical Servicessee 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

2025-06-09

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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