Original filing (PDF)20230705134308NAL0018476624001

BERENATO & WHITE, LLC

Name: BERENATO & WHITE, LLC — BERENATO & WHITE, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BERENATO & WHITE, LLC

Form 5500-SF

FILING_RECEIVED

BERENATO & WHITE, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 BERENATO & WHITE, LLC.

Plan sponsor

Name

BERENATO & WHITE, LLC

EIN

52-1772566

Address

6550 ROCK SPRING DRIVE · SUITE 240 · BETHESDA, MD · 20817

Phone

(301) 896-0600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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