How big is Berkley & Associates LLC's plan?

Berkley & Associates LLC's plan reported $177K in assets and 3 participants for 2023.

Original filing (PDF)20240906085652NAL0001085153001

Berkley & Associates LLC

Name: Berkley & Associates LLC — Berkley & Associates LLC, Form 5500 (2023)
Creator: Berkley & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkley & Associates LLC 401(k)

401(k) retirement plan · Berkley & Associates LLC's Berkley & Associates LLC 401(k) held $177K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

Nick Rice signed Berkley & Associates LLC's 2023 Form 5500 as plan administrator.

Nick Rice — 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

Berkley & Associates LLC's EIN is 52-2513452.

EIN 52-2513452

Plan number 001

Plan year 2023

ACK ID 20240906085652NAL0001085153001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Berkley & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Berkley & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BERKLEY & ASSOCIATES LLC.

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

Knocking points off