How big is David M. BERG, Ltd.'s plan?

David M. BERG, Ltd.'s plan reported $942K in assets and 5 participants for 2024.

Original filing (PDF)20250715132619NAL0002143281001

David M. BERG, Ltd.

Name: David M. BERG, Ltd. — David M. BERG, Ltd. 401(k), Form 5500 (2024)
Creator: David M. BERG, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David M. BERG, Ltd. 401(k) Plan

401(k) retirement plan · David M. BERG, Ltd.'s David M. BERG, Ltd. 401(k) Plan held $942K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$942K

Net assets (EOY)

$942K

People on this filing

Julie REEG signed David M. BERG, Ltd.'s 2024 Form 5500 as plan administrator.

Julie REEG — 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

David M. BERG, Ltd.'s EIN is 31-1699894.

EIN 31-1699894

Plan number 001

Plan year 2024

ACK ID 20250715132619NAL0002143281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David M. BERG, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David M. BERG, Ltd.'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 DAVID M. BERG, LTD.

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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