How big is Berkeley Stone Forex LLC's plan?

Berkeley Stone Forex LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250922132754NAL0007734146001

Berkeley Stone Forex LLC

Name: Berkeley Stone Forex LLC — Berkeley Stone Forex LLC, Form 5500 (2024)
Creator: Berkeley Stone Forex LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley Stone Forex LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Berkeley Stone Forex LLC's Berkeley Stone Forex LLC 401(k) Profit Sharing Plan and Trust held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Patrick Marzo signed Berkeley Stone Forex LLC's 2024 Form 5500 as plan administrator.

Patrick Marzo — 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

Berkeley Stone Forex LLC's EIN is 27-4455887.

EIN 27-4455887

Plan number 001

Plan year 2024

ACK ID 20250922132754NAL0007734146001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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