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Sponsor portfolio

DAVID M. BERTINO MANUFACTURING, INC.

EIN 33-0744536-construction-Latest filing 2025
Plans
3
Retirement
3
$5.8M assets
Welfare
0
Participants
59
1696 WEST MILL ST, UNITS 21-27 - COLTON, CA 92324909-888-9122davidmbertinomanufacturing.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#003ProfitSharing-$4.0M - 35 part#002ProfitSharing-$1.3M - 9 part#004CashBalance-$532K - 15 part

Retirement portfolio analytics

3 plans aggregated / $5.8M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#003)69%
  • CONTRACTORS RETIREMENT PLAN (#002)22%
  • CASH BALANCE PENSION (#004)9%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)35
  • CASH BALANCE PENSION (#004)15
  • CONTRACTORS RETIREMENT PLAN (#002)9
Total 59Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DAVID M. BERTINO MANUFACTURING, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$4.0M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE CONTRACTORS RETIREMENT PLAN

ProfitSharing

Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DAVID M. BERTINO MANUFACTURING, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$532K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003DAVID M. BERTINO MANUFACTURING, INC. PROFIT SHARING PLANProfitSharing$4.0M352024
002THE CONTRACTORS RETIREMENT PLANProfitSharing$1.3M92025
004DAVID M. BERTINO MANUFACTURING, INC. CASH BALANCE PENSION PLANCashBalance$532K152024
Retirement plans
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