How big is Roxanne V. BERG's plan?

Roxanne V. BERG's plan reported $136K in assets and 2 participants for 2024.

Original filing (PDF)20251005184711NAL0001724739001

Roxanne V. BERG

Name: Roxanne V. BERG — Roxanne V. BERG 401(k) Plan, Form 5500 (2024)
Creator: Roxanne V. BERG
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roxanne V. BERG 401(k) Plan

401(k) retirement plan · Roxanne V. BERG's Roxanne V. BERG 401(k) Plan held $136K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

People on this filing

Roxanne V BERG signed Roxanne V. BERG's 2024 Form 5500 as plan administrator.

Roxanne V BERG — 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

Roxanne V. BERG's EIN is 20-2416010.

EIN 20-2416010

Plan number 001

Plan year 2024

ACK ID 20251005184711NAL0001724739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roxanne V. BERG's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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