How big is Berger Partnership, PS' plan?

Berger Partnership, PS' plan reported $10.5M in assets and 29 participants for 2023.

Original filing (PDF)20250702120605NAL0007298435001

Berger Partnership, PS

Name: Berger Partnership, PS — The Berger Partnership, PS, Form 5500 (2023)
Creator: Berger Partnership, PS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Berger Partnership, PS 401(k) Profit Sharing Plan

401(k) retirement plan · Berger Partnership, PS' The Berger Partnership, PS 401(k) Profit Sharing Plan held $10.5M in plan assets for 29 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

Plan identifiers

Berger Partnership, PS' EIN is 91-1122916.

EIN 91-1122916

Plan number 001

Plan year 2023

ACK ID 20250702120605NAL0007298435001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Berger Partnership, PS from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Berger Partnership, PS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGER PARTNERSHIP, PS.

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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