How big is Berkey Williams, LLP's plan?

Berkey Williams, LLP's plan reported $3.1M in assets and 8 participants for 2024.

Original filing (PDF)20250623162142NAL0009395856001

Berkey Williams, LLP

Name: Berkey Williams, LLP — Berkey Williams, LLP Profit, Form 5500 (2024)
Creator: Berkey Williams, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkey Williams, LLP Profit Sharing Plan

401(k) retirement plan · Berkey Williams, LLP's Berkey Williams, LLP Profit Sharing Plan held $3.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Berkey Williams, LLP's EIN is 02-0658763.

EIN 02-0658763

Plan number 001

Plan year 2024

ACK ID 20250623162142NAL0009395856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkey Williams, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkey Williams, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKEY WILLIAMS, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score