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Original filing (PDF)20251013100928NAL0000472739001
BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP
Form 5500
FILING_RECEIVED
BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN
401(k) retirement plan
Active participants
381
Accounts w/ balance
443
Plan assets (EOY)
$56.9M
Net assets (EOY)
$56.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP.
Plan sponsor
Name
BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP
EIN
59-2742314
Address
200 S. BISCAYNE BLVD, 7TH FLOOR · MIAMI, FL · 33131
Phone
(305) 379-7000
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WEGNER CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
31 direct securities· $56.9M(100% of reported assets)
Uncategorized
$55.9M
30 holdings
Mutual Funds
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Balanced | — | — | — | $9.2M | 16.1% | |
| JPM Lg Cap Growth R6 | — | — | — | $8.4M | 14.8% | |
| Fidelity Index 500 | — | — | — | $7.6M | 13.3% | |
| TRP Science & Tech | — | — | — | $4.0M | 7.0% | |
| American Funds Target Date 2055 | — | — | — | $2.4M | 4.3% | |
| American Funds Target Date 2035 | — | — | — | $2.3M | 4.1% | |
| American Funds Target Date 2060 | — | — | — | $2.2M | 3.8% | |
| American Funds Target Date 2050 | — | — | — | $1.9M | 3.3% | |
| TRP Div Growth I | — | — | — | $1.8M | 3.2% | |
| Vanguard Midcap Index | — | — | — | $1.7M | 3.0% | |
| Money Market Fund * Fidelity Government Market | — | — | — | $1.6M | 2.8% | |
| Vanguard Small Cap Index Administrative | — | — | — | $1.5M | 2.7% | |
| Fully Benefit Responsive Investment Contract Prudential Guaranteed Income Fund | — | — | — | $1.2M | 2.2% | |
| American Funds Target Date 2045 | — | — | — | $1.1M | 1.9% | |
| American Funds Target Date 2020 | Mutual Funds | — | — | $1.0M | 1.8% | |
| American Funds Target Date 2040 | — | — | — | $976K | 1.7% | |
| PGIM J Small | — | — | — | $925K | 1.6% | |
| Pioneer Bond K | — | — | — | $873K | 1.5% | |
| American Funds Target Date 2030 | — | — | — | $768K | 1.3% | |
| American Funds Target Date 2065 | — | — | — | $753K | 1.3% | |
| Fidelity Overseas K | — | — | — | $669K | 1.2% | |
| Invesco Developing Markets Fund | — | — | — | $661K | 1.2% | |
| Cohen & Steers C&S Real Estate | — | — | — | $634K | 1.1% | |
| IO International Growth | — | — | — | $632K | 1.1% | |
| Fidelity International Index | — | — | — | $476K | 0.8% | |
| Participants to 9.50%, maturities through 2030 -0- | — | — | — | $456K | 0.8% | |
| JPM US Value R6 | — | — | — | $401K | 0.7% | |
| Blackrock High Yield Bond Portfolio Institutional | — | — | — | $391K | 0.7% | |
| American Funds Target Date 2025 | — | — | — | $285K | 0.5% | |
| American Funds Target Date 2015 | — | — | — | $35K | <0.1% | |
| PGIM Global Total Retirnement R6 | — | — | — | $11K | <0.1% |
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