Original filing (PDF)20250923114245NAL0006791216001

BERKOWITZ COHEN AND RENNETT, A PROFESSIONAL CORPORATION

Name: BERKOWITZ COHEN AND RENNETT, A PROFESSIONAL CORPORATION — BERKOWITZ COHEN AND RENNETT A PROFESSIONAL CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: BERKOWITZ COHEN AND RENNETT, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

BERKOWITZ COHEN AND RENNETT A PROFESSIONAL CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKOWITZ COHEN AND RENNETT, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

BERKOWITZ COHEN AND RENNETT, A PROFESSIONAL CORPORATION

EIN

46-2616515

Address

9401 WILSHIRE BOULEVARD · SUITE 608 · BEVERLY HILLS, CA · 90212

Phone

(424) 777-4790

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROBERT S LEIKEN LPA

ROBERT S LEIKEN LPA 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 7 participants

RICKARD, DREW & NIX, LLC

RICKARD & NIX, LLC DEFINED BENEFIT PLAN

$1.5M · 9 participants

VANLOCHEM & ASSOCIATES, LLP

VANLOCHEM & ASSOCIATES, LLP 401K PLAN

$1.5M · 2 participants

DORSEY, GRAY, NORMENT & HUNTER

DORSEY, GRAY, NORMENT & HUNTER 401(K) PROFIT SHARING PLAN

$1.5M · 12 participants

JOHN J. PALMERI ATTORNEY AT LAW, LLC

JOHN J. PALMERI ATTORNEY AT LAW, LLC 401(K) PLAN