Original filing (PDF)20230527222414NAL0016161729009

BERKSHIRE HOLDINGS, LLC

Name: BERKSHIRE HOLDINGS, LLC — BERKSHIRE HOLDINGS 401(K) PLAN, Form 5500 (2022)
Creator: BERKSHIRE HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

BERKSHIRE HOLDINGS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BERKSHIRE HOLDINGS, LLC

EIN

26-3683949

Address

9130 GALLERIA CT, UNIT 204 · NAPLES, FL · 34109

Phone

(239) 222-2267

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

AGLOBAL TITLE AGENCY, LLC

AGLOBAL TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$304K · 6 participants

ORLANDO LOZADA VELAZQUEZ

ORLIAN RETIREMENT PLAN

$304K · 1 participants

JUSTICE FILMS LLC

JUSTICEFILMS LLC 401(K) PROFIT SHARING PLAN & TRUST

$304K · 2 participants

SEWER SERVICES INC

SEWER SERVICES INC 401(K) P/S PLAN

$304K · 3 participants

CAPITAL ALLIANCE LLC

CAPITAL ALLIANCE LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.