How big is BERG Associates LLC's plan?

BERG Associates LLC's plan reported $3.1M in assets and 31 participants for 2024.

Original filing (PDF)20251011053351NAL0004626595001

BERG Associates LLC

Name: BERG Associates LLC — BERG Associates LLC 401(k), Form 5500 (2024)
Creator: BERG Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERG Associates LLC 401(k) Plan

401(k) retirement plan · BERG Associates LLC's BERG Associates LLC 401(k) Plan held $3.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Nicole Fox signed BERG Associates LLC's 2024 Form 5500 as plan administrator.

Nicole Fox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BERG Associates LLC's EIN is 45-4050965.

EIN 45-4050965

Plan number 001

Plan year 2024

ACK ID 20251011053351NAL0004626595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BERG Associates 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 BERG ASSOCIATES 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