What public Form 5500 filings show about the E. Berkowitz & Company 401(k) plan — and how to find and check your own account.
E. Berkowitz & Company (EIN 23-2333799) reports E. BERKOWITZ & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $933K 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 E. Berkowitz & Company filing — schedules, fees, and providers.
E. Berkowitz & Company’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 E. Berkowitz & CompanyHR for the recordkeeper’s name and login.
