How big is Berdon, Young & Margolis, P.C.'s plan?

Berdon, Young & Margolis, P.C.'s plan reported $6.7M in assets and 7 participants for 2024.

Original filing (PDF)20250908123124NAL0032666176001

Berdon, Young & Margolis, P.C.

Name: Berdon, Young & Margolis, P.C. — Berdon, Young &, Form 5500 (2024)
Creator: Berdon, Young & Margolis, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berdon, Young & Margolis, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Berdon, Young & Margolis, P.C.'s Berdon, Young & Margolis, P.C. 401(k) Profit Sharing Plan held $6.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Peter a Berdon signed Berdon, Young & Margolis, P.C.'s 2024 Form 5500 as plan administrator.

Peter a Berdon — 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

Berdon, Young & Margolis, P.C.'s EIN is 06-0896486.

EIN 06-0896486

Plan number 001

Plan year 2024

ACK ID 20250908123124NAL0032666176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berdon, Young & Margolis, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berdon, Young & Margolis, P.C.'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 BERDON, YOUNG & MARGOLIS, P.C..

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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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BERDON, YOUNG & MARGOLIS, P.C.

EIN

all filings

Address

350 ORANGE STREET, SECOND FLOOR · NEW HAVEN, CT · 06511

Phone

(203) 772-3740

Industry

Law Offices· Professional & Technical Services

Plan administrator