How big is BERK, Merchant & SIMS, PLC's plan?

BERK, Merchant & SIMS, PLC's plan reported $5.2M in assets and 32 participants for 2024.

Original filing (PDF)20250630124013NAL0006608259001

BERK, Merchant & SIMS, PLC

Name: BERK, Merchant & SIMS, PLC — BERK, Merchant & SIMS, Form 5500 (2024)
Creator: BERK, Merchant & SIMS, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERK, Merchant & SIMS, PLC 401(k) Plan

401(k) retirement plan · BERK, Merchant & SIMS, PLC's BERK, Merchant & SIMS, PLC 401(k) Plan held $5.2M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Barbara Crittenden for TRPC signed BERK, Merchant & SIMS, PLC's 2024 Form 5500 as plan administrator.

Barbara Crittenden for TRPC — 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

BERK, Merchant & SIMS, PLC's EIN is 20-3380304.

EIN 20-3380304

Plan number 001

Plan year 2024

ACK ID 20250630124013NAL0006608259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BERK, Merchant & SIMS, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BERK, Merchant & SIMS, PLC'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 BERK, MERCHANT & SIMS, PLC.

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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