How big is Berkeley Endowment Management Co.'s plan?

Berkeley Endowment Management Co.'s plan reported $4.7M in assets and 7 participants for 2025.

Original filing (PDF)20260224103218NAL0002029169001

Berkeley Endowment Management Co.

Name: Berkeley Endowment Management Co. — Berkeley Endowme, Form 5500 (2025)
Creator: Berkeley Endowment Management Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley Endowment Management Co. 401(k) Plan

401(k) retirement plan · Berkeley Endowment Management Co.'s Berkeley Endowment Management Co. 401(k) Plan held $4.7M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Berkeley Endowment Management Co.'s EIN is 27-0652636.

EIN 27-0652636

Plan number 001

Plan year 2025

ACK ID 20260224103218NAL0002029169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berkeley Endowment Management Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berkeley Endowment Management Co.'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 BERKELEY ENDOWMENT MANAGEMENT CO..

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BERKELEY ENDOWMENT MANAGEMENT CO.

EIN

all filings

Address

1995 UNIVERSITY AVE · SUITE 401 · BERKELEY, CA · 94704

Phone

(510) 643-7004

Industry

Educational Services

Plan administrator