How big is Berkey Engineering PLLC's plan?

Berkey Engineering PLLC's plan reported $89K in assets and 6 participants for 2024.

Original filing (PDF)20251015140438NAL0002416467001

Berkey Engineering PLLC

Name: Berkey Engineering PLLC — Berkey Engineering PLLC, Form 5500 (2024)
Creator: Berkey Engineering PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkey Engineering PLLC 401(k) Plan

Defined-contribution retirement plan · Berkey Engineering PLLC's Berkey Engineering PLLC 401(k) Plan held $89K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

People on this filing

Richard Tatum signed Berkey Engineering PLLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Berkey Engineering PLLC's EIN is 47-0910895.

EIN 47-0910895

Plan number 001

Plan year 2024

ACK ID 20251015140438NAL0002416467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkey Engineering PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkey Engineering PLLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKEY ENGINEERING PLLC.

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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