How big is Engelman Berger, P.C.'s plan?

Engelman Berger, P.C.'s plan reported $7.6M in assets and 24 participants for 2024.

Original filing (PDF)20250807125635NAL0010983570001

Engelman Berger, P.C.

Name: Engelman Berger, P.C. — Engelman Berger, P.C. 401(k), Form 5500 (2024)
Creator: Engelman Berger, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engelman Berger, P.C. 401(k) Plan

401(k) retirement plan · Engelman Berger, P.C.'s Engelman Berger, P.C. 401(k) Plan held $7.6M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

Engelman Berger, P.C.'s EIN is 86-0944786.

EIN 86-0944786

Plan number 001

Plan year 2024

ACK ID 20250807125635NAL0010983570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Engelman Berger, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Engelman Berger, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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