Berkowitz Pollack Brant Advisors & Cpas, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Berkowitz Pollack Brant Advisors & Cpas, LLP (EIN 592742314)
  • Plan Type: 401(k)
  • Total Participants: 381
  • Total Assets: $56.9M
  • Sponsor State: FL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024381$56.9M$1.3M$4.3M
2023353$45.3M$1.1M$3.6M
2022332$34.1M$915,650$3.1M

Service Providers

  • WEGNER CPAS — Accountant / Independent Qualified Public Accountant

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