Original filing (PDF)20250929112628NAL0026604546001

BERKOWITZ AND HANNA LLC

Name: BERKOWITZ AND HANNA LLC — BERKOWITZ AND HANNA LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERKOWITZ AND HANNA LLC

Form 5500-SF

FILING_RECEIVED

BERKOWITZ AND HANNA LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKOWITZ AND HANNA LLC.

Plan sponsor

Name

BERKOWITZ AND HANNA LLC

EIN

45-3732079

Address

2 CORPORATE DRIVE · FL 3 · SHELTON, CT · 06484

Phone

(203) 324-7909

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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