Original filing (PDF)20250721090101NAL0001208049001

BERKOWITZ HERKERT & ASSOCIATES LLC

Name: BERKOWITZ HERKERT & ASSOCIATES LLC — BERKOWITZ HERKERT & ASSOCIATES LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: BERKOWITZ HERKERT & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

BERKOWITZ HERKERT & ASSOCIATES LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$262K

Net assets (EOY)

$262K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKOWITZ HERKERT & ASSOCIATES LLC.

Plan sponsor

Name

BERKOWITZ HERKERT & ASSOCIATES LLC

EIN

42-1609531all filings

Address

220 WHITE PLAINS ROAD · SUITE 425 · TARRYTOWN, NY · 10591

Phone

(914) 909-1523

Industry

Finance & Insurancesee all

Plan administrator