How big is Berkshire Wilton Partners LLC's plan?

Berkshire Wilton Partners LLC's plan reported $2.1M in assets and 5 participants for 2025.

Original filing (PDF)20260512074735NAL0008251712001

Berkshire Wilton Partners LLC

Name: Berkshire Wilton Partners LLC — Berkshire Wilton, Form 5500 (2025)
Creator: Berkshire Wilton Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkshire Wilton Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Berkshire Wilton Partners LLC's Berkshire Wilton Partners LLC 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Paul Reiss signed Berkshire Wilton Partners LLC's 2025 Form 5500 as plan administrator.

Paul Reiss — 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

Berkshire Wilton Partners LLC's EIN is 06-1612340.

EIN 06-1612340

Plan number 001

Plan year 2025

ACK ID 20260512074735NAL0008251712001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berkshire Wilton Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berkshire Wilton Partners LLC'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 BERKSHIRE WILTON PARTNERS LLC.

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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 (92nd percentile).

Plan sponsor

Name

BERKSHIRE WILTON PARTNERS LLC

EIN

all filings

Address

980 BOSTON POST RD STE 1 · DARIEN, CT · 068204509

Phone

(203) 761-9943

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator