How big is BERG & BERG Enterprises, LLC's plan?

BERG & BERG Enterprises, LLC's plan reported $973K in assets and 1 participants for 2024.

Original filing (PDF)20250507111702NAL0010747777001

BERG & BERG Enterprises, LLC

Name: BERG & BERG Enterprises, LLC — BERG & BERG, Form 5500 (2024)
Creator: BERG & BERG Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERG & BERG Enterprises, LLC 401 (K) Profit Sharing Plan

401(k) retirement plan · BERG & BERG Enterprises, LLC's BERG & BERG Enterprises, LLC 401 (K) Profit Sharing Plan held $973K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$973K

Net assets (EOY)

$973K

People on this filing

Sandy Scheer signed BERG & BERG Enterprises, LLC's 2024 Form 5500 as plan administrator.

Sandy Scheer — 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

BERG & BERG Enterprises, LLC's EIN is 77-0524921.

EIN 77-0524921

Plan number 001

Plan year 2024

ACK ID 20250507111702NAL0010747777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BERG & BERG Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BERG & BERG Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERG & BERG ENTERPRISES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

BERG & BERG ENTERPRISES, LLC

EIN

all filings

Address

10050 BANDLEY DRIVE · CUPERTINO, CA · 95014

Phone

(408) 725-7620

Industry

Construction

Plan administrator