Original filing (PDF)20251014115121NAL0005696594001

PETERS, BERGER, KOSHEL & GOLDBERG, P.C.

Name: PETERS, BERGER, KOSHEL & GOLDBERG, P.C. — PETERS, BERGER, KOSHEL & GOLDBERG, P. C. RETIREMENT TRUST PSP, Form 5500 (2024)
Creator: PETERS, BERGER, KOSHEL & GOLDBERG, P.C.

Form 5500-SF

FILING_RECEIVED

PETERS, BERGER, KOSHEL & GOLDBERG, P. C. RETIREMENT TRUST PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERS, BERGER, KOSHEL & GOLDBERG, P.C..

Plan sponsor

Name

PETERS, BERGER, KOSHEL & GOLDBERG, P.C.

EIN