How big is E. Berkowitz & Company's plan?

E. Berkowitz & Company's plan reported $933K in assets and 5 participants for 2024.

Original filing (PDF)20251005124212NAL0001659603001

E. Berkowitz & Company

Name: E. Berkowitz & Company — E. Berkowitz & Company, Form 5500 (2024)
Creator: E. Berkowitz & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E. Berkowitz & Company 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · E. Berkowitz & Company's E. Berkowitz & Company 401(k) Profit Sharing Plan and Trust held $933K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

Plan identifiers

E. Berkowitz & Company's EIN is 23-2333799.

EIN 23-2333799

Plan number 001

Plan year 2024

ACK ID 20251005124212NAL0001659603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E. Berkowitz & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E. Berkowitz & Company's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E. BERKOWITZ & COMPANY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

E. BERKOWITZ & COMPANY

EIN

all filings

Address

FELLOWSHIP BUSINESS CENTER · 520 FELLOWSHIP RD., SUITE B202 · MT. LAUREL, NJ · 08054

Phone

(856) 829-8887

Industry

Electrical Contractors· Construction

Plan administrator