Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
STEVEN T. BERGER, M.D., P.C.
EIN 04-3489647Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
25
275 BICENTENNIAL HIGHWAY - SPRINGFIELD, MA 01118413-783-3100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEVEN T. BERGER, M.D.,P.C. 401(K) PLAN AND TRUST
401k
Assets$4.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEVEN T. BERGER, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEVEN T. BERGER, M.D.,P.C. 401(K) PLAN AND TRUST | 401k | $4.6M | 12 | 2025 | |
| 002 | STEVEN T. BERGER, M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.2M | 13 | 2025 |
Retirement plans