How big is Berkshire Holdings Internation's plan?

Berkshire Holdings Internation's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250617211909NAL0004505442001

Berkshire Holdings Internation

Name: Berkshire Holdings Internation — Berkshire Holdings, Form 5500 (2024)
Creator: Berkshire Holdings Internation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkshire Holdings Internation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Berkshire Holdings Internation's Berkshire Holdings Internation 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael Trickey signed Berkshire Holdings Internation's 2024 Form 5500 as plan administrator.

Michael Trickey — 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

Berkshire Holdings Internation's EIN is 47-2638383.

EIN 47-2638383

Plan number 001

Plan year 2024

ACK ID 20250617211909NAL0004505442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkshire Holdings Internation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkshire Holdings Internation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BERKSHIRE HOLDINGS INTERNATION

EIN

all filings

Address

553 CAPITAL DR · LAKE ZURICH, IL · 600476711

Phone

(847) 540-6554

Industry

Finance & Insurance

Plan administrator