Original filing (PDF)20250529080847NAL0004720819001

Mark Berman & SON Ltd.

Name: Mark Berman & SON Ltd. — Mark Berman & SON, Ltd., Form 5500 (2024)
Creator: Mark Berman & SON Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Berman & SON, Ltd. 401(k) Safe Harbor Plan

401(k) retirement plan · Mark Berman & SON Ltd.'s Mark Berman & SON, Ltd. 401(k) Safe Harbor Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Laurie Berman signed Mark Berman & SON Ltd.'s 2024 Form 5500 as plan administrator.

Laurie Berman — 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

Mark Berman & SON Ltd.'s EIN is 39-1383861.

EIN 39-1383861

Plan number 001

Plan year 2024

ACK ID 20250529080847NAL0004720819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Berman & SON Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Berman & SON 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 MARK BERMAN & SON 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score