BARRY BERMAN CPA PC 401(k) Plan
What public Form 5500 filings show about the BARRY BERMAN CPA PC 401(k) plan — and how to find and check your own account.
The BARRY BERMAN CPA PC 401(k) on its latest Form 5500
BARRY BERMAN CPA PC (EIN 11-2601372) reports BARRY BERMAN CPA 401(K) PLAN AND TRUST on its most recent Form 5500, with $2.9M in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BARRY BERMAN CPA PC filing — schedules, fees, and providers.
Who runs the BARRY BERMAN CPA PC 401(k)?
BARRY BERMAN CPA PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BARRY BERMAN CPA PCHR for the recordkeeper’s name and login.
How to check your BARRY BERMAN CPA PC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BARRY BERMAN CPA PC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).