# Berliner Cohen, LLP 401(k) Plan
Source: https://planprovider.pro/companies/berliner-cohen-a-partnership-including-professional-corporations-401k-plan

> Berliner Cohen, LLP's 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berliner Cohen, LLP

- **Sponsor EIN:** 941736834

- **Sponsor Address:** 10 ALMADEN BOULEVARD, 11TH FLOOR, SAN JOSE, CA, 951132233

- **Plan Type:** 401(k)

- **Total Participants:** 107

- **Total Assets:** $54.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|107|$54.1M|$1.3M|$1.2M|

| 2023|99|$45.3M|$2.6M|$1.2M|

| 2022|123|$39.1M|$1.1M|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$35,057|—|$35,057|—|—|

| 2023|$42,142|—|$42,142|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [International Marine Products, INC](https://planprovider.pro/companies/international-marine-products-inc-401k-plan) — 106 participants

- [Law Offices Of Pearlman, Brown & Wax, L.L.P.](https://planprovider.pro/companies/law-offices-of-pearlman-brown-wax-l-l-p-401k-plan) — 105 participants

- [Keesal, Young & Logan](https://planprovider.pro/companies/keesal-young-logan-plan) — 105 participants

- [Brown & Streza, LLP](https://planprovider.pro/companies/brown-streza-llp-401k-plan) — 105 participants

- [Dietz, Gilmor & Chazen, Apc](https://planprovider.pro/companies/dietz-gilmor-chazen-apc-401k-plan) — 109 participants

- [Pillsbury Winthrop Shaw Pittman LLP](https://planprovider.pro/companies/pillsbury-winthrop-shaw-pittman-llp-plan-003) — 105 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berliner-cohen-a-partnership-including-professional-corporations-401k-plan)

© 2026 PlanProvider.Pro