Berger Fink, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Berger Fink, LLP
  • Sponsor EIN: 831617481
  • Sponsor Address: 118-35 QUEENS BLVD, SUITE 1620, FOREST HILLS, NY, 11375
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$1.3M$39,335$74,419
20238$1.2M$33,078$80,301
20225$842,948$26,708$44,514

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