Original filing (PDF)20240504123518NAL0020846737001

Berry, Smith & Bartell, a Professional Law Corporation

Name: Berry, Smith & Bartell, a Professional Law Corporation — Form 5500 Plan 002 (2023)
Creator: Berry, Smith & Bartell, a Professional Law Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berry, Smith & Bartell 401(k) Plan

401(k) retirement plan · Berry, Smith & Bartell, a Professional Law Corporation's Berry, Smith & Bartell 401(k) Plan held $953K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

Plan identifiers

Berry, Smith & Bartell, a Professional Law Corporation's EIN is 20-8973088.

EIN 20-8973088

Plan number 002

Plan year 2023

ACK ID 20240504123518NAL0020846737001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Berry, Smith & Bartell, a Professional Law Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Berry, Smith & Bartell, a Professional Law Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERRY, SMITH & BARTELL, A PROFESSIONAL LAW CORPORATION.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score