· 2022–2024 · DOL EFAST2

BERRY INVESTMENTS, INC. — BERRY INVESTMENTS, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250424090105NAL0012000000001

BERRY INVESTMENTS, INC.

Form 5500-SF

FILING_RECEIVED

BERRY INVESTMENTS, INC. SALARY REDUCTION PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

8

Accounts w/ balance

6

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

63

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERRY INVESTMENTS, INC..

Plan sponsor

Name

BERRY INVESTMENTS, INC.

EIN

31-1480003

Address

3055 KETTERING BLVD. · SUITE 418 · DAYTON, OH · 45439

Phone

(937) 293-0398

Industry

Finance & Insurancesee all

Plan administrator

Name

BERRY INVESTMENTS, INC.

EIN

31-1480003

City

DAYTON, OH

Phone

(937) 293-0398

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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