How big is Steven Berkowitz, D.D.S.'s plan?

Steven Berkowitz, D.D.S.'s plan reported $207K in assets and 1 participants for 2024.

Original filing (PDF)20250707150619NAL0003339457001

Steven Berkowitz, D.D.S.

Name: Steven Berkowitz, D.D.S. — Dr. Steven Berkowitz, Form 5500 (2024)
Creator: Steven Berkowitz, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Steven Berkowitz Pension Plan

Defined-contribution retirement plan · Steven Berkowitz, D.D.S.'s Dr. Steven Berkowitz Pension Plan held $207K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

People on this filing

Steven Berkowitz signed Steven Berkowitz, D.D.S.'s 2024 Form 5500 as plan administrator.

Steven Berkowitz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steven Berkowitz, D.D.S.'s EIN is 13-3506601.

EIN 13-3506601

Plan number 002

Plan year 2024

ACK ID 20250707150619NAL0003339457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven Berkowitz, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Berkowitz, D.D.S.'s plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN BERKOWITZ, D.D.S..

Finding similar companies…

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