How big is Berkeley Capital Management, LLC's plan?

Berkeley Capital Management, LLC's plan reported $85K in assets and 5 participants for 2025.

Original filing (PDF)20260501221019NAL0001683057095

Berkeley Capital Management, LLC

Name: Berkeley Capital Management, LLC — Berkeley Capital, Form 5500 (2025)
Creator: Berkeley Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley Capital Management, LLC 401(k) Plan

401(k) retirement plan · Berkeley Capital Management, LLC's Berkeley Capital Management, LLC 401(k) Plan held $85K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan identifiers

Berkeley Capital Management, LLC's EIN is 45-4171523.

EIN 45-4171523

Plan number 001

Plan year 2025

ACK ID 20260501221019NAL0001683057095

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berkeley Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berkeley Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKELEY CAPITAL MANAGEMENT, 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