How big is Sargent & Berman, Inc.'s plan?

Sargent & Berman, Inc.'s plan reported $1.9M in assets and 1 participants for 2024.

Original filing (PDF)20250610152742NAL0013199283001

Sargent & Berman, Inc.

Name: Sargent & Berman, Inc. — Sargent & Berman, Inc., Form 5500 (2024)
Creator: Sargent & Berman, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sargent & Berman, Inc. Profit Sharing Plan and Trust

401(k) retirement plan · Sargent & Berman, Inc.'s Sargent & Berman, Inc. Profit Sharing Plan and Trust held $1.9M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Sargent & Berman, Inc.'s EIN is 95-4289260.

EIN 95-4289260

Plan number 001

Plan year 2024

ACK ID 20250610152742NAL0013199283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sargent & Berman, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sargent & Berman, Inc.'s plan includes profit-sharing, 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 SARGENT & BERMAN, INC..

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SARGENT & BERMAN, INC.

EIN

all filings

Address

15303 VENTURA BLVD., 9TH FLOOR · SHERMAN OAKS, CA · 91403

Phone

(818) 230-7877

Industry

Professional & Technical Services

Plan administrator