How big is Bergstein Enterprises, Ltd.'s plan?

Bergstein Enterprises, Ltd.'s plan reported $1.1M in assets and 28 participants for 2025.

Original filing (PDF)20260520160240NAL0002022177001

Bergstein Enterprises, Ltd.

Name: Bergstein Enterprises, Ltd. — Bergstein Enterprises, Form 5500 (2025)
Creator: Bergstein Enterprises, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bergstein Enterprises, Ltd. 401(k) Plan

401(k) retirement plan · Bergstein Enterprises, Ltd.'s Bergstein Enterprises, Ltd. 401(k) Plan held $1.1M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Ben Boston signed Bergstein Enterprises, Ltd.'s 2025 Form 5500 as plan administrator.

Ben Boston — 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

Bergstein Enterprises, Ltd.'s EIN is 20-2069767.

EIN 20-2069767

Plan number 001

Plan year 2025

ACK ID 20260520160240NAL0002022177001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bergstein Enterprises, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bergstein Enterprises, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGSTEIN ENTERPRISES, LTD..

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Plan health score

Above-average plan

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

Knocking points off