How big is Berkshire Global Advisors LP's plan?

Berkshire Global Advisors LP's plan reported $23.7M in assets and 33 participants for 2024.

Original filing (PDF)20250425112846NAL0008799665001

Berkshire Global Advisors LP

Name: Berkshire Global Advisors LP — Berkshire Global, Form 5500 (2024)
Creator: Berkshire Global Advisors LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkshire Global Advisors LP 401(k) Plan

401(k) retirement plan · Berkshire Global Advisors LP's Berkshire Global Advisors LP 401(k) Plan held $23.7M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.7M

Net assets (EOY)

$23.7M

People on this filing

Julie Mitchell signed Berkshire Global Advisors LP's 2024 Form 5500 as plan administrator.

Julie Mitchell — 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

Berkshire Global Advisors LP's EIN is 20-0907947.

EIN 20-0907947

Plan number 002

Plan year 2024

ACK ID 20250425112846NAL0008799665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkshire Global Advisors LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkshire Global Advisors LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKSHIRE GLOBAL ADVISORS LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BERKSHIRE GLOBAL ADVISORS LP

EIN

all filings

Address

527 MADISON AVE 3RD FLOOR · NEW YORK, NY · 100224304

Phone

(212) 207-1056

Industry

Finance & Insurance

Plan administrator