Plan Snapshot
- Plan Sponsor: Berson Financial Group, INC.
- Sponsor EIN: 562667099
- Sponsor Address: 3745 MEDEA CREEK ROAD, AGOURA, CA, 91301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $4.2M | $0 | $0 |
| 2024 | 2 | $3.8M | $17,365 | $63,100 |
| 2023 | 11 | $3.2M | $66,756 | $88,331 |
| 2022 | 9 | $2.6M | $66,616 | $96,276 |