How big is Matthew Bertino's plan?

Matthew Bertino's plan reported $6.2M in assets and 3 participants for 2024.

Original filing (PDF)20250609132005NAL0024420704001

Matthew Bertino

Name: Matthew Bertino — NB Consulting SE 401(k), Form 5500 (2024)
Creator: Matthew Bertino
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NB Consulting SE 401(k)

401(k) retirement plan · Matthew Bertino's NB Consulting SE 401(k) held $6.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Matthew Bertino signed Matthew Bertino's 2024 Form 5500 as plan administrator.

Matthew Bertino — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matthew Bertino's EIN is 82-3171098.

EIN 82-3171098

Plan number 001

Plan year 2024

ACK ID 20250609132005NAL0024420704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew Bertino from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew Bertino's plan includes a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

MATTHEW BERTINO

EIN

all filings

Address

15 WITCH HAZEL CT · HOMOSASSA, FL · 344464310

Phone

(585) 412-2787

Industry

Professional & Technical Services

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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