Berkowitz & Braun, DDS, PA Employees' Retirement Plan
Defined-contribution retirement plan · Berkowitz & Braun, DDS, PA's Berkowitz & Braun, DDS, PA Employees' Retirement Plan held $567K in plan assets for 12 participants in 2024.
Signals · 1
Late filing · 1.7 mo
Active participants
12
Accounts w/ balance
14
Plan assets (EOY)
$567K
Net assets (EOY)
$567K
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
93
Total plan cost
n/a
Plan health
78
Vendor & structure
100
Knocking points off
Filed 1.7 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKOWITZ & BRAUN, DDS, PA.
