Retirement plan

BERTOTTI LANDSCAPING 401(K) PROFIT SHARING PLAN

Name: ANTHONY BERTOTTI LANDSCAPING, INC. - BERTOTTI LANDSCAPING 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ANTHONY BERTOTTI LANDSCAPING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERTOTTI LANDSCAPING 401(K) PROFIT SHARING PLAN, ANTHONY BERTOTTI LANDSCAPING, INC.

ANTHONY BERTOTTI LANDSCAPING, INC.EIN 94-2538105Plan #002PY 2025

2425 ADOBE ROAD - PETALUMA, CA 949549243707-559-7077

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-17.4% from 2024

Total participants

-20.6% from 2024

Average account balance

$66,469

-10.2% from 2024

Annual return

10.09%

-0.84 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$66K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$25974

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$597K

$37338 / participant

Other / not subdivided$597K100.0%

% of EOY assets

39.077%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,469

$114,119-41.8%

$107,187-38.0%

$138,895-52.1%

Participation rate

75.0%

78.1%-3.1pp

75.0%0pp

79.9%-4.9pp

Annual return

10.09%

273.21%-263.1pp

204.55%-194.5pp

145.39%-135.3pp

Employer contribution / active EE

$2,268

$4,059-44.1%

$3,782-40.0%

$4,194-45.9%

Participant deferral / active EE

$3,239

$5,538-41.5%

$5,096-36.4%

$6,396-49.4%

Admin fee / account holder

$25,974

$10,024+159.1%

$9,162+183.5%

$12,562+106.8%

BERTOTTI LANDSCAPING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERTOTTI LANDSCAPING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion