How big is Berns, Ockner & Greenberger, LLC's plan?

Berns, Ockner & Greenberger, LLC's plan reported $4.1M in assets and 7 participants for 2024.

Original filing (PDF)20250710084543NAL0014726930001

Berns, Ockner & Greenberger, LLC

Name: Berns, Ockner & Greenberger, LLC — Berns, Ockner &, Form 5500 (2024)
Creator: Berns, Ockner & Greenberger, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berns, Ockner & Greenberger, LLC 401(k) Plan

401(k) retirement plan · Berns, Ockner & Greenberger, LLC's Berns, Ockner & Greenberger, LLC 401(k) Plan held $4.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Berns, Ockner & Greenberger, LLC's EIN is 26-0017865.

EIN 26-0017865

Plan number 001

Plan year 2024

ACK ID 20250710084543NAL0014726930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berns, Ockner & Greenberger, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berns, Ockner & Greenberger, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNS, OCKNER & GREENBERGER, LLC.

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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