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BERKELEY THERAPY INSTITUTE, INC. — BERKELEY THERAPY INSTITUTE, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250411101557NAL0026055633001
BERKELEY THERAPY INSTITUTE, INC.
Form 5500-SF
FILING_RECEIVED
BERKELEY THERAPY INSTITUTE, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
33
Accounts w/ balance
26
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKELEY THERAPY INSTITUTE, INC.
.
Find decision makers
Plan sponsor
Name
BERKELEY THERAPY INSTITUTE, INC.
EIN
94-2191240
Address
1749 MARTIN LUTHER KING, JR. WAY · BERKELEY, CA · 94709
Phone
(510) 841-8484
Industry
Health Care & Social Assistance
see 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
2025-04-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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