How big is Berry Moorman P.C.'s plan?

Berry Moorman P.C.'s plan reported $4.0M in assets and 16 participants for 2024.

Original filing (PDF)20250717152716NAL0000568817001

Berry Moorman P.C.

Name: Berry Moorman P.C. — Berry Moorman P.C. 401(k), Form 5500 (2024)
Creator: Berry Moorman P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berry Moorman P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Berry Moorman P.C.'s Berry Moorman P.C. 401(k) Profit Sharing Plan held $4.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

ERIN Cassaday signed Berry Moorman P.C.'s 2024 Form 5500 as plan administrator.

ERIN Cassaday — 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

Berry Moorman P.C.'s EIN is 38-1860425.

EIN 38-1860425

Plan number 002

Plan year 2024

ACK ID 20250717152716NAL0000568817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berry Moorman P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berry Moorman P.C.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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