Alison Jacobs signed Berman & Simmons, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berman & Simmons, P.A.'s EIN is 01-0315653.
Download the official 2024 Form 5500 (PDF) for Berman & Simmons, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berman & Simmons, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, life insurance.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $838K | 76.6% |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | $256K | 23.4% |
