How big is Berkley Group LLC's plan?

Berkley Group LLC's plan reported $953K in assets and 40 participants for 2024.

Original filing (PDF)20250512145824NAL0025308816001

Berkley Group LLC

Name: Berkley Group LLC — Berkley Group 401(k) Plan, Form 5500 (2024)
Creator: Berkley Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkley Group 401(k) Plan

401(k) retirement plan · Berkley Group LLC's Berkley Group 401(k) Plan held $953K in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

People on this filing

Bryant Phillips signed Berkley Group LLC's 2024 Form 5500 as plan administrator.

Bryant Phillips — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berkley Group LLC's EIN is 27-3021021.

EIN 27-3021021

Plan number 001

Plan year 2024

ACK ID 20250512145824NAL0025308816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkley Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKLEY GROUP 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

Knocking points off