Berman Hopkins Wright & Laham Cpa'S And Associates, LLP 401(K) Profit 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Berman Hopkins Wright & Laham Cpa'S And Associates, LLP 401(K) Profit
  • Sponsor EIN: 591152714
  • Sponsor Address: 8035 SPYGLASS HILL ROAD, MELBOURNE, FL, 32940
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 139
  • Total Assets: $13.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025139$13.3M$0$0
2024112$13.1M$359,670$641,655
202366$10.9M$331,772$562,609
202251$9.5M$258,331$536,884

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