How big is Berger Schatz's plan?

Berger Schatz's plan reported $20.1M in assets and 54 participants for 2024.

Original filing (PDF)20251013202715NAL0000934371001

Berger Schatz

Name: Berger Schatz — Berger Schatz Salary Savings Profit, Form 5500 (2024)
Creator: Berger Schatz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berger Schatz Salary Savings Profit Sharing Plan

401(k) retirement plan · Berger Schatz's Berger Schatz Salary Savings Profit Sharing Plan held $20.1M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

Plan identifiers

Berger Schatz's EIN is 42-1667695.

EIN 42-1667695

Plan number 001

Plan year 2024

ACK ID 20251013202715NAL0000934371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berger Schatz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berger Schatz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGER SCHATZ.

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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