How big is Stephen M. Berman & Associates' plan?

Stephen M. Berman & Associates' plan reported $6.3M in assets and 2 participants for 2024.

Original filing (PDF)20251011133352NAL0008933601001

Stephen M. Berman & Associates

Name: Stephen M. Berman & Associates — Stephen M. Berman &, Form 5500 (2024)
Creator: Stephen M. Berman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen M. Berman & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen M. Berman & Associates' Stephen M. Berman & Associates 401(k) Profit Sharing Plan held $6.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Ronald Green signed Stephen M. Berman & Associates' 2024 Form 5500 as plan administrator.

Ronald Green — 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

Stephen M. Berman & Associates' EIN is 58-1540139.

EIN 58-1540139

Plan number 001

Plan year 2024

ACK ID 20251011133352NAL0008933601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen M. Berman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen M. Berman & Associates' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

STEPHEN M. BERMAN & ASSOCIATES

EIN

all filings

Address

3445 PEACHTREE RD NE STE 1150 · ATLANTA, GA · 303263251

Phone

(404) 262-2181

Industry

CPA Offices· Professional & Technical Services

Plan administrator