Berger Singerman, LLP's EIN is 45-3121429.
Download the official 2024 Form 5500 (PDF) for Berger Singerman, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berger Singerman, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES, LLC | 46-5391363 | PLEASANTON, FL | RIA | $74K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $66.6M | 96.8% | |
| RELIANCE TR NYL ANCH SER I CL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $4.0M | 5.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | ERIE, PA | TPA | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT | 59-2742314 | FORT LAUDERDALE, FL | AUDITOR | $27K | — |
