How big is Berlogar Stevens & Associates, Inc.'s plan?

Berlogar Stevens & Associates, Inc.'s plan reported $3.6M in assets and 8 participants for 2025.

Original filing (PDF)20260518142818NAL0000301328001

Berlogar Stevens & Associates, Inc.

Name: Berlogar Stevens & Associates, Inc. — Berlogar, Form 5500 (2025)
Creator: Berlogar Stevens & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berlogar Stevens & Assoc 401(k) Saving

401(k) retirement plan · Berlogar Stevens & Associates, Inc.'s Berlogar Stevens & Assoc 401(k) Saving held $3.6M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Alexandra Alcantar signed Berlogar Stevens & Associates, Inc.'s 2025 Form 5500 as plan administrator.

Alexandra Alcantar — 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

Berlogar Stevens & Associates, Inc.'s EIN is 27-4335668.

EIN 27-4335668

Plan number 001

Plan year 2025

ACK ID 20260518142818NAL0000301328001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berlogar Stevens & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berlogar Stevens & Associates, Inc.'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 BERLOGAR STEVENS & ASSOCIATES, INC..

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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

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 (85th percentile).

Plan sponsor

Name

BERLOGAR STEVENS & ASSOCIATES, INC.

EIN

all filings

Address

1220 QUARRY LANE, SUITE C · PLEASANTON, CA · 94566

Phone

(925) 484-0220

Industry

Professional & Technical Services

Plan administrator