Original filing (PDF)20251013110727NAL0001091617001

BERRY FIRM, LLC

Name: BERRY FIRM, LLC — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2024)
Creator: BERRY FIRM, LLC

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERRY FIRM, LLC.

Plan sponsor

Name

BERRY FIRM, LLC

EIN

83-2591031

Address

312 WALNUT STREET · SUITE 1600 · CINCINNATI, OH · 45202

Phone

(513) 725-5525

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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