Original filing (PDF)20250328130851NAL0001769504001

BERENS-TATE CONSULTING GROUP, INC.

Name: BERENS-TATE CONSULTING GROUP, INC. — BERENS-TATE CONSULTING GROUP, INC. SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: BERENS-TATE CONSULTING GROUP, INC.

Form 5500-SF

FILING_RECEIVED

BERENS-TATE CONSULTING GROUP, INC. SAFE HARBOR 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 BERENS-TATE CONSULTING GROUP, INC..

Plan sponsor

Name

BERENS-TATE CONSULTING GROUP, INC.

EIN

47-0731211

Address

11414 WEST CENTER ROAD · SUITE 215 · OMAHA, NE · 68144

Phone

(402) 391-6188

Industry

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

2025-03-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

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