How big is Berkowitz Herkert & Associates LLC's plan?

Berkowitz Herkert & Associates LLC's plan reported $262K in assets and 4 participants for 2024.

Original filing (PDF)20250721090101NAL0001208049001

Berkowitz Herkert & Associates LLC

Name: Berkowitz Herkert & Associates LLC — Berkowitz, Form 5500 (2024)
Creator: Berkowitz Herkert & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkowitz Herkert & Associates LLC 401(k) Retirement Plan

401(k) retirement plan · Berkowitz Herkert & Associates LLC's Berkowitz Herkert & Associates LLC 401(k) Retirement Plan held $262K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$262K

Net assets (EOY)

$262K

Plan identifiers

Berkowitz Herkert & Associates LLC's EIN is 42-1609531.

EIN 42-1609531

Plan number 001

Plan year 2024

ACK ID 20250721090101NAL0001208049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkowitz Herkert & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkowitz Herkert & Associates LLC's plan includes 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 BERKOWITZ HERKERT & ASSOCIATES LLC.

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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