Original filing (PDF)20251002105437NAL0000623600001

LAW OFFICES OF JAMES F. BERL, PC

Name: LAW OFFICES OF JAMES F. BERL, PC — LAW OFFICES JAMES F. BERL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAW OFFICES OF JAMES F. BERL, PC

Form 5500-SF

FILING_RECEIVED

LAW OFFICES JAMES F. BERL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF JAMES F. BERL, PC.

Plan sponsor

Name

LAW OFFICES OF JAMES F. BERL, PC

EIN

57-0997906

Address

70 MAIN STREET · SUITE 400 · HILTON HEAD ISLAND, SC · 29926

Phone

(843) 689-5771

Industry