Original filing (PDF)20250630130722NAL0011187761003

BERG, JONES & WALSH P.A.

Name: BERG, JONES & WALSH P.A. — BERG, JONES & WALSH P.A. RETIREMENT TRUST, Form 5500 (2024)
Creator: BERG, JONES & WALSH P.A.

Form 5500-SF

FILING_RECEIVED

BERG, JONES & WALSH P.A. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

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 BERG, JONES & WALSH P.A..

Plan sponsor

Name

BERG, JONES & WALSH P.A.

EIN

88-3920347

Address

460 SAINT MICHAELS DRIVE · 301 · SANTA FE, NM · 87505

Phone

(505) 303-4993

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

KUBERNETES INNOVATION LABS LLC

KUBERNETES INNOVATION LABS 401 (K) PROIT SHARING PLAN & TRUST

$82K · 6 participants

THE INNOCENCE CENTER

THE INNOCENCE CENTER 401(K) PLAN

$82K · 7 participants

BUZZ LOGISTICS INC.

BUZZ LOGISTICS INC. RETIREMENT TRUST

$82K · 47 participants

EDB CONSTRUCTION MANAGEMENT IN

EDB CONSTRUCTION MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST

$82K · 2 participants

FERGUSON EXCAVATING & CONSTRUCTION, INC.

FERGUSON EXCAVATING & CONSTRUCTION, INC. 401(K) PLAN