How big is Leslie Berman Inc.'s plan?

Leslie Berman Inc.'s plan reported $356K in assets and 2 participants for 2024.

Original filing (PDF)20251015120836NAL0009132786001

Leslie Berman Inc.

Name: Leslie Berman Inc. — Leslie Berman Inc. Profit, Form 5500 (2024)
Creator: Leslie Berman Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leslie Berman Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Leslie Berman Inc.'s Leslie Berman Inc. Profit Sharing Plan and Trust held $356K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

Plan identifiers

Leslie Berman Inc.'s EIN is 11-3020086.

EIN 11-3020086

Plan number 001

Plan year 2024

ACK ID 20251015120836NAL0009132786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leslie Berman Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leslie Berman Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LESLIE BERMAN INC..

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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