How big is David BERG Foundation's plan?

David BERG Foundation's plan reported $5.8M in assets and 4 participants for 2024.

Original filing (PDF)20250501084242NAL0006419090001

David BERG Foundation

Name: David BERG Foundation — David BERG Foundation, Form 5500 (2024)
Creator: David BERG Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David BERG Foundation Retirement Plan

401(k) retirement plan · David BERG Foundation's David BERG Foundation Retirement Plan held $5.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Michele Tocci signed David BERG Foundation's 2024 Form 5500 as plan administrator.

Michele Tocci — 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

David BERG Foundation's EIN is 13-3753217.

EIN 13-3753217

Plan number 001

Plan year 2024

ACK ID 20250501084242NAL0006419090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David BERG Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David BERG Foundation's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID BERG FOUNDATION.

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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