How big is Berman Leadership Development, LLC's plan?

Berman Leadership Development, LLC's plan reported $97K in assets and 7 participants for 2025.

Original filing (PDF)20260501221238NAL0002376738026

Berman Leadership Development, LLC

Name: Berman Leadership Development, LLC — Berman Leadersh, Form 5500 (2025)
Creator: Berman Leadership Development, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berman Leadership Development 401(k) Plan

401(k) retirement plan · Berman Leadership Development, LLC's Berman Leadership Development 401(k) Plan held $97K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

Berman Leadership Development, LLC's EIN is 27-0695765.

EIN 27-0695765

Plan number 001

Plan year 2025

ACK ID 20260501221238NAL0002376738026

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berman Leadership Development, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berman Leadership Development, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LEADERSHIP DEVELOPMENT, 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