How big is Gregor Berkowitz Advisors' plan?

Gregor Berkowitz Advisors' plan reported $672K in assets and 2 participants for 2024.

Original filing (PDF)20250429160516NAL0001066480001

Gregor Berkowitz Advisors

Name: Gregor Berkowitz Advisors — GBA Profit Sharing Plan, Form 5500 (2024)
Creator: Gregor Berkowitz Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GBA Profit Sharing Plan

Defined-contribution retirement plan · Gregor Berkowitz Advisors' GBA Profit Sharing Plan held $672K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

Gregor Berkowitz signed Gregor Berkowitz Advisors' 2024 Form 5500 as plan administrator.

Gregor Berkowitz — 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

Gregor Berkowitz Advisors' EIN is 46-2496943.

EIN 46-2496943

Plan number 001

Plan year 2024

ACK ID 20250429160516NAL0001066480001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregor Berkowitz Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregor Berkowitz Advisors' plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGOR BERKOWITZ ADVISORS.

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GREGOR BERKOWITZ ADVISORS

EIN

all filings

Address

185 PRECITA AVENUE · SAN FRANCISCO, CA · 94110

Phone

(415) 412-9175

Industry

Finance & Insurance

Plan administrator