· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVEN T. BERGER, M.D., P.C. — STEVEN T. BERGER, M.D.,P.C. 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003112447NAL0001304513001
STEVEN T. BERGER, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
STEVEN T. BERGER, M.D.,P.C. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
14
Accounts w/ balance
21
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
STEVEN T. BERGER, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
STEVEN T. BERGER, M.D., P.C.
EIN
04-3489647
Address
275 BICENTENNIAL HIGHWAY · SPRINGFIELD, MA · 01118
Phone
(413) 783-3100
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
KIDNEY & HYPERTENSION CENTER OF CENTRAL N.J.
KIDNEY & HYPERTENSION CENTER 401(K) PROFIT SHARING PLAN
$4.1M · 11 participants
DAVID SEIDMAN MD PC
DAVID SEIDMAN MD PC 401(K) PROFIT SHARING PLAN
$4.1M · 3 participants
PRIMED, LLC
PRIMED DEFINED BENEFIT PLAN
$4.1M · 29 participants
PULMONARY ASSOCIATES OF METROWES
PULMONARY ASSOCIATES OF METROWEST P.C. RETIREMENT PLAN
$4.1M · 4 participants
EAST SIDE PRIMARY MEDICAL CARE, P.C.
EAST SIDE PRIMARY MEDICAL CARE, P.C. RETIREMENT 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.1M · 4 participants
BENJAMIN HSU, M.D., P.S.
BENJAMIN HSU, M.D., P.S. 401(K) PROFIT SHARING PLAN
$4.1M · 24 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
