How big is Edward A. Berman, Inc.'s plan?

Edward A. Berman, Inc.'s plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20250905151050NAL0017260001001

Edward A. Berman, Inc.

Name: Edward A. Berman, Inc. — Edward a Berman, Inc., Form 5500 (2024)
Creator: Edward A. Berman, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward a Berman, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Edward A. Berman, Inc.'s Edward a Berman, Inc. 401(k) Profit Sharing Plan held $2.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Edward A. Berman, Inc.'s EIN is 52-1913250.

EIN 52-1913250

Plan number 001

Plan year 2024

ACK ID 20250905151050NAL0017260001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edward A. Berman, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edward A. Berman, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD A. BERMAN, INC..

Finding similar companies…

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