How big is Thomas R. Berry, LLC DBA Berry Wealth Strategies' plan?

Thomas R. Berry, LLC DBA Berry Wealth Strategies' plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250718085108NAL0000689203001

Thomas R. Berry, LLC DBA Berry Wealth Strategies

Name: Thomas R. Berry, LLC DBA Berry Wealth Strategies — Form 5500 Plan 001 (2024)
Creator: Thomas R. Berry, LLC DBA Berry Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas R. Berry, LLC 401(k) Employee Savings Plan

401(k) retirement plan · Thomas R. Berry, LLC DBA Berry Wealth Strategies' Thomas R. Berry, LLC 401(k) Employee Savings Plan held $2.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Thomas R. Berry, LLC DBA Berry Wealth Strategies' EIN is 11-3830775.

EIN 11-3830775

Plan number 001

Plan year 2024

ACK ID 20250718085108NAL0000689203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas R. Berry, LLC DBA Berry Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas R. Berry, LLC DBA Berry Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES.

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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