Original filing (PDF)20250430115035NAL0001256915001

HOULON, BERMAN, FINCI & LEVENSTEIN, LLC

Name: HOULON, BERMAN, FINCI & LEVENSTEIN, LLC — HOULON BERMAN 401(K)PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HOULON, BERMAN, FINCI & LEVENSTEIN, LLC

Form 5500-SF

FILING_RECEIVED

HOULON BERMAN 401(K)PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 HOULON, BERMAN, FINCI & LEVENSTEIN, LLC.

Plan sponsor

Name

HOULON, BERMAN, FINCI & LEVENSTEIN, LLC

EIN

52-0897120

Address

7850 WALKER DRIVE · SUITE 160 · GREENBELT, MD · 20770

Phone

(301) 459-8200

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

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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