Original filing (PDF)20250225120438NAL0010486785001

BERMAN BROS INC.

Name: BERMAN BROS INC. — PROFIT SHARING PLAN OF BERMAN BROS., INC., Form 5500 (2024)
Creator: BERMAN BROS INC.

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN OF BERMAN BROS., INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERMAN BROS INC..

Plan sponsor

Name

BERMAN BROS INC.

EIN

59-0869095

Address

2500 EVERGREEN AVENUE · JACKSONVILLE, FL · 32206

Phone

(904) 353-3694

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-25

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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