Original filing (PDF)20250707150619NAL0003339457001

STEVEN BERKOWITZ, D.D.S.

Name: STEVEN BERKOWITZ, D.D.S. — DR. STEVEN BERKOWITZ PENSION PLAN, Form 5500 (2024)
Creator: STEVEN BERKOWITZ, D.D.S.

Form 5500-SF

FILING_RECEIVED

DR. STEVEN BERKOWITZ PENSION PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

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..

Plan sponsor

Name

STEVEN BERKOWITZ, D.D.S.

EIN

13-3506601all filings

Address

40 W. 86TH STREET · NEW YORK, NY · 10024

Phone

(212) 874-1700

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

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

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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