How big is Berkowitz Development Group, Inc.'s plan?

Berkowitz Development Group, Inc.'s plan reported $612K in assets and 27 participants for 2024.

Original filing (PDF)20250611105018NAL0013898291001

Berkowitz Development Group, Inc.

Name: Berkowitz Development Group, Inc. — Berkowitz, Form 5500 (2024)
Creator: Berkowitz Development Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkowitz Development Group 401(k) Profit Sharing Plan

401(k) retirement plan · Berkowitz Development Group, Inc.'s Berkowitz Development Group 401(k) Profit Sharing Plan held $612K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

Plan identifiers

Berkowitz Development Group, Inc.'s EIN is 65-0056449.

EIN 65-0056449

Plan number 001

Plan year 2024

ACK ID 20250611105018NAL0013898291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkowitz Development Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkowitz Development Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKOWITZ DEVELOPMENT GROUP, INC..

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