How big is Bergman, Bergman, Fields and Lamonsoff, LLP's plan?

Bergman, Bergman, Fields and Lamonsoff, LLP's plan reported $4.1M in assets and 17 participants for 2024.

Original filing (PDF)20251009093304NAL0015691330001

Bergman, Bergman, Fields and Lamonsoff, LLP

Name: Bergman, Bergman, Fields and Lamonsoff, LLP — Form 5500 Plan 002 (2024)
Creator: Bergman, Bergman, Fields and Lamonsoff, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergman, Bergman, Fields and Lamonsoff, LLP Cash Balance Plan

Defined-benefit pension plan · Bergman, Bergman, Fields and Lamonsoff, LLP's Bergman, Bergman, Fields and Lamonsoff, LLP Cash Balance Plan held $4.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Eric Lamonsoff signed Bergman, Bergman, Fields and Lamonsoff, LLP's 2024 Form 5500 as plan administrator.

Eric Lamonsoff — 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

Bergman, Bergman, Fields and Lamonsoff, LLP's EIN is 20-0894632.

EIN 20-0894632

Plan number 002

Plan year 2024

ACK ID 20251009093304NAL0015691330001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bergman, Bergman, Fields and Lamonsoff, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bergman, Bergman, Fields and Lamonsoff, LLP's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGMAN, BERGMAN, FIELDS AND LAMONSOFF, LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score