What public Form 5500 filings show about the Barry Berman CPA PC 401(k) plan — and how to find and check your own account.
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.
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.
