· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERTHA IZALEE MATELLA LLC — BIM LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014103713NAL0003680592001
BERTHA IZALEE MATELLA LLC
Form 5500-SF
FILING_RECEIVED
BIM LLC 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
15
Plan assets (EOY)
$201K
Net assets (EOY)
$201K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
BERTHA IZALEE MATELLA LLC
.
Find decision makers
Plan sponsor
Name
BERTHA IZALEE MATELLA LLC
EIN
83-0850494
Address
965 PARKSIDE DRIVE · RICHMOND, CA · 94803
Phone
(510) 262-2123
Industry
Health Care & Social Assistance
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
CARESIFY LLC
CARESIFY LLC 401(K) P/S PLAN
$201K · 266 participants
LALA HEALTHCARE SOLUTIONS, LLC
LALA HEALTHCARE SOLUTIONS LLC 40
$200K · 593 participants
HEALTH POLICY SOLUTIONS NW LLC
HEALTH POLICY SOLUTIONS NW LLC 401(K) PROFIT SHARING PLAN & TRUST
$201K · 12 participants
THE MASTER CAREGIVER COMPANY
THE MASTER CAREGIVER COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$201K · 66 participants
ABSOLUTE HCBS, LLC
ABSOLUTE HCBS 401(K) PLAN
65
Knocking points off
Only 47% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$200K · 533 participants
SECURE HOME HEALTH CARE
SECURE HOME HEALTH 401(K) PLAN
$202K · 46 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
