Original filing (PDF)20251010100753NAL0007923121001

LAW OFFICE OF ROBERT BERKUN, LLC

Name: LAW OFFICE OF ROBERT BERKUN, LLC — LAW OFFICE OF ROBERT BERKUN 401(K) PLAN, Form 5500 (2024)
Creator: LAW OFFICE OF ROBERT BERKUN, LLC

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF ROBERT BERKUN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF ROBERT BERKUN, LLC.

Plan sponsor

Name

LAW OFFICE OF ROBERT BERKUN, LLC

EIN

83-1087084all filings

Address

501 JOHN JAMES AUDUBON PARKWAY · SUITE 300 · BUFFALO, NY · 142281143

Phone

(716) 856-4080

Industry