BERGER AND COMPANY, CPA'S, 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score
88
/ 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
58
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGER & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS.
Plan sponsor
Name
BERGER & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS
EIN
77-0327597
Address
101 LANDER AVE., FLOOR 2 · TURLOCK, CA · 95380
Phone
(209) 632-9938
Industry
CPA Offices· Professional & Technical Servicessee all
