Original filing (PDF)20250718085108NAL0000689203001

THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES

Name: THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES — THOMAS R. BERRY, LLC 401(K) EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES

Form 5500-SF

FILING_RECEIVED

THOMAS R. BERRY, LLC 401(K) EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES.

Plan sponsor

Name

THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES

EIN

11-3830775

Address

10151 SE SUNNYSIDE RD., STE. 499 · CLACKAMAS, OR · 97015

Phone

(503) 546-3200

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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