Original filing (PDF)20241002141727NAL0008905889001

BERGMAN LAW, LLC

Name: BERGMAN LAW, LLC — BERGMAN LAW, LLC 401(K) PLAN, Form 5500 (2022)
Creator: BERGMAN LAW, LLC

Form 5500-SF

FILING_RECEIVED

BERGMAN LAW, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 10.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 10.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BERGMAN LAW, LLC

EIN

27-3834880all filings

Address

25 WEST ROAD · SHORT HILLS, NJ · 07078

Phone

(973) 202-0687

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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