Original filing (PDF)20250425111652NAL0008625873001

LAW OFFICES OF WILLIAM K. BERENSON, PC

Name: LAW OFFICES OF WILLIAM K. BERENSON, PC — LAW OFFICES OF WILLIAM K. BERENSON, PC PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LAW OFFICES OF WILLIAM K. BERENSON, PC

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF WILLIAM K. BERENSON, PC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAW OFFICES OF WILLIAM K. BERENSON, PC.

Plan sponsor

Name

LAW OFFICES OF WILLIAM K. BERENSON, PC

EIN