How big is BERG Compliance Solutions, LLC's plan?

BERG Compliance Solutions, LLC's plan reported $99K in assets and 1 participants for 2024.

Original filing (PDF)20250717142156NAL0000227539001

BERG Compliance Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

BERG Compliance Solutions, LLC 401(k) Plan

401(k) retirement plan · BERG Compliance Solutions, LLC's BERG Compliance Solutions, LLC 401(k) Plan held $99K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

People on this filing

Marcus Bowie signed BERG Compliance Solutions, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Compliance Solutions, LLC's EIN is 46-2054981.

EIN 46-2054981

Plan number 001

Plan year 2024

ACK ID 20250717142156NAL0000227539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BERG Compliance Solutions, 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 COMPLIANCE SOLUTIONS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BERG COMPLIANCE SOLUTIONS, LLC

EIN

all filings

Address

11615 ANGUS ROAD · #212 · AUSTIN, TX · 78759

Phone

(512) 923-0374

Industry

Other Services (ex. Public Admin)

Plan administrator