The Berens Foundation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Berens Foundation
  • Sponsor EIN: 270600726
  • Sponsor Address: 1243 WAUKEGAN RD, GLENVIEW, IL, 60025
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

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.
20250$0$0$0
20240$1.5M$3,365$5,735
20233$90.5M$6,406$40,929
20225$64.4M$7,958$44,666

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