Back to filter
Original filing (PDF)20250512110337NAL0011325459001
BERKSHIRE PLASTIC SURGEONS LLC
Form 5500-SF
FILING_RECEIVED
BERKSHIRE PLASTIC SURGEONS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
23
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKSHIRE PLASTIC SURGEONS LLC.
Plan sponsor
Name
BERKSHIRE PLASTIC SURGEONS LLC
EIN
83-2912113
Address
426 SOUTH STREET · PITTSFIELD, MA · 01201
Phone
(413) 212-9312
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
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
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
LAFAYETTE RETINA CLINIC P.C.
LAFAYETTE RETINA CLINIC, P.C. 401(K) PLAN
$2.6M · 3 participants
ALL FOR HEALTH, HEALTH FOR ALL
ALL FOR HEALTH, HEALTH FOR ALL 403(B) PLAN
$2.6M · 212 participants
CHAITANYA N. MAHIDA, M.D., INC.
CHAITANYA N. MAHIDA, M.D., INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.6M · 12 participants
ANEW HEALTH CARE SERVICES, INC.
ANEW HEALTH CARE SERVICES, INC. 401(K) PLAN
$2.6M · 31 participants
LA JOLLA COSMETIC LASER CLINIC, INC.
LA JOLLA COSMETIC LASER CLINIC, INC. 401(K) PLAN
$2.6M · 17 participants
ADAMS PRIMARY CARE, P.C.
ADAMS PRIMARY CARE, P.C. 401(K) PROFIT SHARING PLAN
$2.6M · 8 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B