How big is BERG Lilly, PC's plan?

BERG Lilly, PC's plan reported $3.6M in assets and 7 participants for 2024.

Original filing (PDF)20251009130913NAL0003598227001

BERG Lilly, PC

Name: BERG Lilly, PC — BERG Lilly, PC 401(k) Retirement, Form 5500 (2024)
Creator: BERG Lilly, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BERG Lilly, PC 401(k) Retirement Plan

401(k) retirement plan · BERG Lilly, PC's BERG Lilly, PC 401(k) Retirement Plan held $3.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

BERG Lilly, PC's EIN is 81-0401961.

EIN 81-0401961

Plan number 001

Plan year 2024

ACK ID 20251009130913NAL0003598227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BERG Lilly, PC'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 BERG LILLY, PC.

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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