· 2022–2024 · DOL EFAST2

CLOS de Berry Management, Ltd. — CLOS de Berry, Form 5500 (2023)

Original filing (PDF)20240906091640NAL0001108609001

CLOS de Berry Management, Ltd.

Form 5500-SF

FILING_RECEIVED

CLOS de Berry Management, Ltd. 401(k) Safe Harbor P/S Plan

401(k) retirement plan · CLOS de Berry Management, Ltd.'s CLOS de Berry Management, Ltd. 401(k) Safe Harbor P/S Plan held $471K in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CLOS DE BERRY MANAGEMENT, LTD

EIN

31-1776280all filings

Address

7880 TIPP-ELIZABETH ROAD · NEW CARLISLE, OH · 453440000

Phone

(937) 845-1231

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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