· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERKELEY INVESTMENTS INC. — BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428083814NAL0019513840001
BERKELEY INVESTMENTS INC.
Form 5500-SF
FILING_RECEIVED
BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
23
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKELEY INVESTMENTS INC.
.
Find decision makers
Plan sponsor
Name
BERKELEY INVESTMENTS INC.
EIN
04-3379238
Address
125 HIGH STREET · SUITE 531 · BOSTON, MA · 02110
Phone
(617) 439-0088
Industry
Real Estate
see all
Plan administrator
Name
COMPASS 360,LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
J.S.J., INC.
J.S.J., INC. DEFINED BENEFIT PENSION PLAN
$6.0M · 5 participants
FOUNTAINHEAD DEVELOPMENT INC
FOUNTAINHEAD DEVELOPMENT INC 401(K) PROFIT SHARING PLAN & TRUST
$6.0M · 217 participants
RISE RESIDENTIAL, LLC
RISE RESIDENTIAL, LLC RETIREMENT SAVINGS PLAN
$6.0M · 167 participants
MTC FINANCIAL, INC.
MTC FINANCIAL, INC. TRUSTEE CORP. 401(K) PLAN
$6.0M · 86 participants
KOLL INVESTMENT COMPANY, LLC
THE KOLL COMPANY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.0M · 22 participants
WWR REAL ESTATE SERVICES, LLC
WWR REAL ESTATE SERVICES, LLC 401(K) PLAN
$6.0M · 19 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
