How big is Lindsay Berkey, LLC's plan?

Lindsay Berkey, LLC's plan reported $2K in assets and 1 participants for 2025.

Original filing (PDF)20260504220733NAL0000331569060

Lindsay Berkey, LLC

Name: Lindsay Berkey, LLC — Lindsay Berkey 401(k) Plan, Form 5500 (2025)
Creator: Lindsay Berkey, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindsay Berkey 401(k) Plan

401(k) retirement plan · Lindsay Berkey, LLC's Lindsay Berkey 401(k) Plan held $2K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan identifiers

Lindsay Berkey, LLC's EIN is 93-1973427.

EIN 93-1973427

Plan number 001

Plan year 2025

ACK ID 20260504220733NAL0000331569060

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lindsay Berkey, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lindsay Berkey, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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

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 (94th percentile).

Plan sponsor

Name

LINDSAY BERKEY, LLC

EIN

all filings

Address

1184 CLEMENTS FERRY RD · UNIT D · CHARLESTON, SC · 29492

Phone

(843) 310-3452

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator