Original filing (PDF)20250819091146NAL0002147553001

BERKELEY MORTGAGE LLC

Name: BERKELEY MORTGAGE LLC — BERKELEY MORTGAGE LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: BERKELEY MORTGAGE LLC

Form 5500-SF

FILING_RECEIVED

BERKELEY MORTGAGE LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKELEY MORTGAGE LLC.

Plan sponsor

Name

BERKELEY MORTGAGE LLC

EIN

20-3694390

Address

123 PARIS AVE SUITE 2D · NORTHVALE, NJ · 07647

Phone

(201) 660-7430

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-08-14

Filed

2025-08-19

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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