How big is Marian J BERG APC's plan?

Marian J BERG APC's plan reported $3.4M in assets and 3 participants for 2024.

Original filing (PDF)20250922115738NAL0006035440001

Marian J BERG APC

Name: Marian J BERG APC — PFSC Retirement Plan, Form 5500 (2024)
Creator: Marian J BERG APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFSC Retirement Plan

401(k) retirement plan · Marian J BERG APC's PFSC Retirement Plan held $3.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Marian J BERG APC's EIN is 94-3027922.

EIN 94-3027922

Plan number 003

Plan year 2024

ACK ID 20250922115738NAL0006035440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marian J BERG APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marian J BERG APC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MARIAN J BERG APC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

MARIAN J BERG APC

EIN

all filings

Address

179 CANYON DRIVE · NAPA, CA · 94558

Phone

(707) 254-1173

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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