Original filing (PDF)20250703123949NAL0000737121001

BERGER, KATZ, WEISHAUS, & LENZA P.C.

Name: BERGER, KATZ, WEISHAUS, & LENZA P.C. — BERGER, KATZ, WEISHAUS, & LENZA, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: BERGER, KATZ, WEISHAUS, & LENZA P.C.

Form 5500-SF

FILING_RECEIVED

BERGER, KATZ, WEISHAUS, & LENZA, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGER, KATZ, WEISHAUS, & LENZA P.C..

Plan sponsor

Name

BERGER, KATZ, WEISHAUS, & LENZA P.C.

EIN

04-3243262

Address

45 DAN ROAD SUITE 360 · CANTON, MA · 02021

Phone

(781) 821-6400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2J · 401(k) feature

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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