How big is Berkeridge Financial Services, LLC's plan?

Berkeridge Financial Services, LLC's plan reported $186K in assets and 2 participants for 2024.

Original filing (PDF)20250718105939NAL0002914402001

Berkeridge Financial Services, LLC

Name: Berkeridge Financial Services, LLC — Berkeridge, Form 5500 (2024)
Creator: Berkeridge Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkeridge Financial Services, LLC 401(k) Plan

401(k) retirement plan · Berkeridge Financial Services, LLC's Berkeridge Financial Services, LLC 401(k) Plan held $186K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

Stephen Berkeridge signed Berkeridge Financial Services, LLC's 2024 Form 5500 as plan administrator.

Stephen Berkeridge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berkeridge Financial Services, LLC's EIN is 84-2804982.

EIN 84-2804982

Plan number 001

Plan year 2024

ACK ID 20250718105939NAL0002914402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkeridge Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkeridge Financial Services, LLC'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 BERKERIDGE FINANCIAL SERVICES, LLC.

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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

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 (96th percentile).

Plan sponsor

Name

BERKERIDGE FINANCIAL SERVICES, LLC

EIN

all filings

Address

2288 PULASKI HWY UNIT D · NORTH EAST, MD · 21901

Phone

(410) 499-1456

Industry

CPA Offices· Professional & Technical Services

Plan administrator