How big is Berman Donovan Stern & EGAN, LLP's plan?

Berman Donovan Stern & EGAN, LLP's plan reported $12.5M in assets and 28 participants for 2024.

Original filing (PDF)20250723134201NAL0001925827002

Berman Donovan Stern & EGAN, LLP

Name: Berman Donovan Stern & EGAN, LLP — Berman Donovan, Form 5500 (2024)
Creator: Berman Donovan Stern & EGAN, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berman Donovan Stern & EGAN, LLP Profit Sharing Plan

401(k) retirement plan · Berman Donovan Stern & EGAN, LLP's Berman Donovan Stern & EGAN, LLP Profit Sharing Plan held $12.5M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

Plan identifiers

Berman Donovan Stern & EGAN, LLP's EIN is 04-2765092.

EIN 04-2765092

Plan number 001

Plan year 2024

ACK ID 20250723134201NAL0001925827002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berman Donovan Stern & EGAN, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berman Donovan Stern & EGAN, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERMAN DONOVAN STERN & EGAN, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

BERMAN DONOVAN STERN & EGAN, LLP

EIN

all filings

Address

ONE LIBERTY SQUARE, 5TH FLR · BOSTON, MA · 02109

Phone

(617) 542-8300

Industry

Law Offices· Professional & Technical Services

Plan administrator