Sponsor portfolio
BERKELEY INVESTMENTS INC.
EIN 04-3379238real estateLatest filing 2025
Plans
1
Retirement
1
$6.9M assets
Welfare
0
Participants
22
125 HIGH STREET, SUITE 531 - BOSTON, MA 02110617-439-0088berkeleyinvestments.comLinkedIn11-50 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERKELEY INVESTMENTS INC. 401(K) PROFIT SHARING PLAN | 401k | $6.9M | 22 | 2025 |
Retirement plans