Original filing (PDF)20250422075448NAL0009280962001

Berkeley Mortgage LLC

Name: Berkeley Mortgage LLC — Berkeley Mortgage LLC 401(k), Form 5500 (2024)
Creator: Berkeley Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley Mortgage LLC 401(k) Plan

401(k) retirement plan · Berkeley Mortgage LLC's Berkeley Mortgage LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew Caminsky signed Berkeley Mortgage LLC's 2024 Form 5500 as plan administrator.

Andrew Caminsky — 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

Berkeley Mortgage LLC's EIN is 20-3694390.

EIN 20-3694390

Plan number 001

Plan year 2024

ACK ID 20250422075448NAL0009280962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkeley Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkeley Mortgage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKELEY MORTGAGE LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score