Original filing (PDF)20250429160516NAL0001066480001

GREGOR BERKOWITZ ADVISORS

Name: GREGOR BERKOWITZ ADVISORS — GBA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GREGOR BERKOWITZ ADVISORS

Form 5500-SF

FILING_RECEIVED

GBA PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

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).

Decision-maker contacts

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

Plan sponsor

Name

GREGOR BERKOWITZ ADVISORS

EIN

46-2496943

Address

185 PRECITA AVENUE · SAN FRANCISCO, CA · 94110

Phone

(415) 412-9175

Industry