Original filing (PDF)20250922132754NAL0007734146001

BERKELEY STONE FOREX LLC

Name: BERKELEY STONE FOREX LLC — BERKELEY STONE FOREX LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BERKELEY STONE FOREX LLC

Form 5500-SF

FILING_RECEIVED

BERKELEY STONE FOREX LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKELEY STONE FOREX LLC.

Plan sponsor

Name

BERKELEY STONE FOREX LLC

EIN

27-4455887

Address

176 RT. 9 NORTH · SUITE 302 · MANALAPAN, NJ · 07726

Phone

(732) 598-2190

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

VE CAPITAL MANAGEMENT, LLC

VE CAPITAL MANAGEMENT LLC DEFINED BENEFIT PLAN

$1.3M · 2 participants

EARL F. GORDON

EARL F. GORDON 401K PLAN

$1.3M · 11 participants

VE CAPITAL MANAGEMENT, LLC

VE CAPITAL MANAGEMENT, LLC 401(K) PLAN

$1.3M · 2 participants

CINDY HARVEY DEAVEL

DEAVEL WEALTH ADVISORS 401(K) PLAN

$1.2M · 4 participants

BITNOMIAL, INC.

BITNOMIAL 401(K) PLAN

$1.1M · 19 participants