How big is Assouline and Berlowe, PA's plan?

Assouline and Berlowe, PA's plan reported $3.4M in assets and 14 participants for 2024.

Original filing (PDF)20250929145519NAL0010998657001

Assouline and Berlowe, PA

Name: Assouline and Berlowe, PA — Assouline and Berlowe, Form 5500 (2024)
Creator: Assouline and Berlowe, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assouline and Berlowe, PA 401(k) PS Plan

401(k) retirement plan · Assouline and Berlowe, PA's Assouline and Berlowe, PA 401(k) PS Plan held $3.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Peter E. Berlowe signed Assouline and Berlowe, PA's 2024 Form 5500 as plan administrator.

Peter E. Berlowe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Assouline and Berlowe, PA's EIN is 03-0470728.

EIN 03-0470728

Plan number 001

Plan year 2024

ACK ID 20250929145519NAL0010998657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Assouline and Berlowe, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Assouline and Berlowe, PA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOULINE AND BERLOWE, PA.

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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