Original filing (PDF)20260224074741NAL0003770946001

BERDON LLP

Name: BERDON LLP — THE BERDON LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: BERDON LLP

Form 5500-SF

FILING_RECEIVED

THE BERDON LLP RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERDON LLP.

Plan sponsor

Name

BERDON LLP

EIN

13-0485070

Address

100 JERICHO QUADRANGLE · JERICHO, NY · 11753

Phone

(212) 331-7411

Industry

CPA Offices· Professional & Technical Servicessee 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

2026-02-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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