How big is Bershad Valuation Consulting, LLC's plan?

Bershad Valuation Consulting, LLC's plan reported $234K in assets and 3 participants for 2024.

Original filing (PDF)20250515153927NAL0019735425001

Bershad Valuation Consulting, LLC

Name: Bershad Valuation Consulting, LLC — Bershad Valuatio, Form 5500 (2024)
Creator: Bershad Valuation Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bershad Valuation Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bershad Valuation Consulting, LLC's Bershad Valuation Consulting, LLC 401(k) Profit Sharing Plan held $234K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Benjamin Bershad signed Bershad Valuation Consulting, LLC's 2024 Form 5500 as plan administrator.

Benjamin Bershad — 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

Bershad Valuation Consulting, LLC's EIN is 88-0810817.

EIN 88-0810817

Plan number 001

Plan year 2024

ACK ID 20250515153927NAL0019735425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bershad Valuation Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bershad Valuation Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERSHAD VALUATION CONSULTING, LLC.

Finding similar companies…

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