Original filing (PDF)20250425130737NAL0013539696001

E.W. BERGER & BROTHERS

Name: E.W. BERGER & BROTHERS — E.W. BERGER & BROTHERS RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: E.W. BERGER & BROTHERS

Form 5500-SF

FILING_RECEIVED

E.W. BERGER & BROTHERS RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.W. BERGER & BROTHERS.

Plan sponsor

Name

E.W. BERGER & BROTHERS

EIN

22-1457614

Address

4814 PARK AVE · WEEHAWKEN, NJ · 07086

Phone

(201) 863-1770

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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