Richard J. Berkowitz DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard J. Berkowitz
  • Sponsor EIN: 341248236
  • Sponsor Address: 88 CENTER ROAD, SUITE 100, BEDFORD, OH, 44146
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $7,237

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$7,237$0$0
20232$7,302$0$0
20222$7,367$0$0

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