Original filing (PDF)20250630124013NAL0006608259001

BERK, MERCHANT & SIMS, PLC

Name: BERK, MERCHANT & SIMS, PLC — BERK, MERCHANT & SIMS, PLC 401(K) PLAN, Form 5500 (2024)
Creator: BERK, MERCHANT & SIMS, PLC

Form 5500-SF

FILING_RECEIVED

BERK, MERCHANT & SIMS, PLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERK, MERCHANT & SIMS, PLC.

Plan sponsor

Name

BERK, MERCHANT & SIMS, PLC

EIN

20-3380304

Address

2 ALHAMBRA PLAZA · STE 700 · CORAL GABLES, FL · 33134

Phone

(786) 338-2900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ELLIOTT, OSTRANDER & PRESTON, PC

ELLIOTT, OSTRANDER & PRESTON, PC 401(K) PROFIT SHARING PLAN

$5.2M · 16 participants

WYSKIEL, BOC, TILLINGHAST & BOLDUC,

WYSKIEL, BOC, TILLINGHAST & BOLDUC, P.A. 401(K) PLAN

$5.2M · 9 participants

HANLON NIEMANN, P.C.

HANLON NIEMANN PROFIT SHARING PLAN

$5.2M · 22 participants

LAW OFFICES OF NELSON & NELSON, P. A.

NELSON & NELSON, P.A., PROFIT SHARING PLAN

$5.2M · 8 participants

POWELL KUGELMAN & POSTELL L L

POWELL KUGELMAN & POSTELL L L 401(K) PROFIT SHARING PLAN & TRUST