How big is Berkeley Advisors, Inc.'s plan?

Berkeley Advisors, Inc.'s plan reported $191K in assets and 2 participants for 2025.

Original filing (PDF)20260511152845NAL0011995106001

Berkeley Advisors, Inc.

Name: Berkeley Advisors, Inc. — Berkeley Advisors, Inc., Form 5500 (2025)
Creator: Berkeley Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeley Advisors, Inc. 401(k) Plan

Defined-contribution retirement plan · Berkeley Advisors, Inc.'s Berkeley Advisors, Inc. 401(k) Plan held $191K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

People on this filing

Allan Mathis signed Berkeley Advisors, Inc.'s 2025 Form 5500 as plan administrator.

Allan Mathis — 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

Berkeley Advisors, Inc.'s EIN is 74-3136465.

EIN 74-3136465

Plan number 001

Plan year 2025

ACK ID 20260511152845NAL0011995106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berkeley Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Decision-maker contacts

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

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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