How big is The Berman Group Inc.'s plan?

The Berman Group Inc.'s plan reported $1.8M in assets and 18 participants for 2024.

Original filing (PDF)20250924124327NAL0003017523002

The Berman Group Inc.

Name: The Berman Group Inc. — The Berman Group Inc. Profit, Form 5500 (2024)
Creator: The Berman Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Berman Group Inc. Profit Sharing Plan

401(k) retirement plan · The Berman Group Inc.'s The Berman Group Inc. Profit Sharing Plan held $1.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

The Berman Group Inc.'s EIN is 20-3927792.

EIN 20-3927792

Plan number 001

Plan year 2024

ACK ID 20250924124327NAL0003017523002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Berman Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Berman Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERMAN GROUP INC..

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

THE BERMAN GROUP INC.

EIN

all filings

Address

380 LEXINGTON AVE · NEW YORK, NY · 101680002

Phone

(212) 450-7300

Industry

Arts, Entertainment, Recreation

Plan administrator