· 2022–2024 · DOL EFAST2

BERG Bryant Elder Law Group, PLLC — BERG Bryant, Form 5500 (2025)

Original filing (PDF)20260723122009NAL0020727122001

BERG Bryant Elder Law Group, PLLC

Form 5500-SF

FILING_RECEIVED

BERG Bryant Elder Law 401(k) Plan

401(k) retirement plan · BERG Bryant Elder Law Group, PLLC's BERG Bryant Elder Law 401(k) Plan held $872K in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$872K

Net assets (EOY)

$872K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERG BRYANT ELDER LAW GROUP, PLLC.

Plan sponsor

Name

BERG BRYANT ELDER LAW GROUP, PLLC

EIN

81-2412034all filings

Address

7545 CENTURION PARKWAY #108 · JACKSONVILLE, FL · 32256

Phone

(904) 398-6100

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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