· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERKSHIRE GINSBERG, LLC — BERKSHIRE GINSBERG, LLC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014133040NAL0002892161001
BERKSHIRE GINSBERG, LLC
Form 5500-SF
FILING_RECEIVED
BERKSHIRE GINSBERG, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKSHIRE GINSBERG, LLC
.
Find decision makers
Plan sponsor
Name
BERKSHIRE GINSBERG, LLC
EIN
26-2674616
Address
1216 SE BELMONT STREET · PORTLAND, OR · 97214
Phone
(503) 233-6507
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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
POWELL RADOMSKY, PLLC
POWELL RADOMSKY 401(K) PLAN
$1.5M · 8 participants
CHESSER & BARR, P.A.
CHESSER & BARR, P.A. 401(K) PS PLAN
$1.5M · 12 participants
HERRIG VOGT & HENSLEY LLP
HERRIG VOGT & HENSLEY LLP PROFIT SHARING PLAN
$1.5M · 12 participants
BECK & LENOX ESTATE PLANNING AND ELDER LAW, LLC
BECK & LENOX ESTATE PLANNING AND ELDER LAW 401(K) AND PROFIT SHARING PLAN
$1.5M · 11 participants
CHUCK & TSOONG, LLP
CHUCK & TSOONG, LLP 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 3 participants
LAW OFFICES OF STEVEN J. KAPLAN, A PROFESSIONAL CORPORATION
LAW OFFICES OF STEVEN J. KAPLAN PROFIT SHARING PLAN
$1.5M · 1 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
