How big is Berman & VOSS PC's plan?

Berman & VOSS PC's plan reported $3.9M in assets and 27 participants for 2025.

Original filing (PDF)20260501145502NAL0000869315001

Berman & VOSS PC

Name: Berman & VOSS PC — Berman & VOSS PC 401(k) Profit, Form 5500 (2025)
Creator: Berman & VOSS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berman & VOSS PC 401(k) Profit Sharing Plan

401(k) retirement plan · Berman & VOSS PC's Berman & VOSS PC 401(k) Profit Sharing Plan held $3.9M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Alison Morgenstern signed Berman & VOSS PC's 2025 Form 5500 as plan administrator.

Alison Morgenstern — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berman & VOSS PC's EIN is 23-3098348.

EIN 23-3098348

Plan number 001

Plan year 2025

ACK ID 20260501145502NAL0000869315001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berman & VOSS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berman & VOSS PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERMAN & VOSS PC.

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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