How big is Bentley & Caton Inc.'s plan?

Bentley & Caton Inc.'s plan reported $442K in assets and 26 participants for 2024.

Original filing (PDF)20250908154138NAL0019599969001

Bentley & Caton Inc.

Name: Bentley & Caton Inc. — Form 5500 (2024)
Creator: Bentley & Caton Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bentley & Caton Inc. held $442K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Joseph Morton signed Bentley & Caton Inc.'s 2024 Form 5500 as plan administrator.

Joseph Morton — 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

Bentley & Caton Inc.'s EIN is 93-1036637.

EIN 93-1036637

Plan number 001

Plan year 2024

ACK ID 20250908154138NAL0019599969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bentley & Caton Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bentley & Caton Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BENTLEY & CATON INC

EIN

all filings

Address

2762 NE BROADWAY · PORTLAND, OR · 97232

Phone

(971) 254-2710

Industry

Retail Trade

Plan administrator