Original filing (PDF)20250523070241NAL0005459152001

MITCHELL H BERGER PA

Name: MITCHELL H BERGER PA — MITCHELL H BERGER PA 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MITCHELL H BERGER PA

Form 5500-SF

FILING_RECEIVED

MITCHELL H BERGER PA 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 MITCHELL H BERGER PA.

Plan sponsor

Name

MITCHELL H BERGER PA

EIN

22-3702802

Address

24 PARK AVE · WEST ORANGE, NJ · 07052

Phone

(973) 325-8150

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PEARCE DURICK PLLC

PEARCE DURICK PLLC 401(K) RETIREMENT PLAN

$2.9M · 11 participants

BRIAN TIMOTHY MEYERS, ATTORNEY

BRIAN TIMOTHY MEYERS, ATTORNEY PROFIT SHARING PLAN AND TRUST

$2.8M · 4 participants

THE LAW OFFICES OF RANDALL J. WOLFE, PC

RANDALL J. WOLFE, P.C. 401(K) PROFIT SHARING PLAN

$2.9M · 5 participants

JEANSONNE & REMONDET, LLC

JEANSONNE & REMONDET, LLC 401(K) PROFIT SHARING PLAN

$2.9M · 15 participants

ANDREWS & SPRINGER, LLC

ANDREWS & SPRINGER 401(K) PLAN