How big is Berkowitz Cook Gondring Driskell & Drobeck, LLC's plan?

Berkowitz Cook Gondring Driskell & Drobeck, LLC's plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20250911133000NAL0000542833001

Berkowitz Cook Gondring Driskell & Drobeck, LLC

Name: Berkowitz Cook Gondring Driskell & Drobeck, LLC — Form 5500 Plan 001 (2024)
Creator: Berkowitz Cook Gondring Driskell & Drobeck, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkowitz, Cook, Gondring & Driskell Safe Harbor 401(k) & Profit Sharing Plan

401(k) retirement plan · Berkowitz Cook Gondring Driskell & Drobeck, LLC's Berkowitz, Cook, Gondring & Driskell Safe Harbor 401(k) & Profit Sharing Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Berkowitz Cook Gondring Driskell & Drobeck, LLC's EIN is 43-1505750.

EIN 43-1505750

Plan number 001

Plan year 2024

ACK ID 20250911133000NAL0000542833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkowitz Cook Gondring Driskell & Drobeck, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkowitz Cook Gondring Driskell & Drobeck, LLC'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 BERKOWITZ COOK GONDRING DRISKELL & DROBECK, 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