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

The Berman Group Inc.'s plan reported $185K in assets and 7 participants for 2024.

Original filing (PDF)20251009144739NAL0011686432001

The Berman Group Inc.

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

Form 5500-SF

FILING_RECEIVED

The Berman Group Inc. Cash Balance Plan

Defined-benefit pension plan · The Berman Group Inc.'s The Berman Group Inc. Cash Balance Plan held $185K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

Plan identifiers

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

EIN 20-3927792

Plan number 002

Plan year 2024

ACK ID 20251009144739NAL0011686432001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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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