How big is OTTE-Berkeley Groupe, Inc.'s plan?

OTTE-Berkeley Groupe, Inc.'s plan reported $2.3M in assets and 1 participants for 2022.

Original filing (PDF)20230718164342NAL0001160257001

OTTE-Berkeley Groupe, Inc.

Name: OTTE-Berkeley Groupe, Inc. — OTTE-Berkeley Groupe, Form 5500 (2022)
Creator: OTTE-Berkeley Groupe, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTTE-Berkeley Groupe, Inc. Retirement Trust

401(k) retirement plan · OTTE-Berkeley Groupe, Inc.'s OTTE-Berkeley Groupe, Inc. Retirement Trust held $2.3M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

John Ford Berkeley signed OTTE-Berkeley Groupe, Inc.'s 2022 Form 5500 as plan administrator.

John Ford Berkeley — 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

OTTE-Berkeley Groupe, Inc.'s EIN is 20-3190942.

EIN 20-3190942

Plan number 001

Plan year 2022

ACK ID 20230718164342NAL0001160257001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for OTTE-Berkeley Groupe, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

OTTE-Berkeley Groupe, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

OTTE-BERKELEY GROUPE, INC.

EIN

all filings

Address

575 E CARREON DRIVE · COLTON, CA · 92324

Phone

(909) 370-0911

Industry

Engineering Services· Professional & Technical Services

Plan administrator