Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH BERMAN REALTY, INC
EIN 11-2409201real estateLatest filing 2024
Plans
3
Retirement
3
$18.8M assets
Welfare
0
Participants
10
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $18.8M assets / 10 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#002
JOSEPH BERMAN REALTY, INC., PROFIT SHARING PLAN
ProfitSharing
Assets$11.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN
MoneyPurchase
Assets$6.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOSEPH BERMAN REALTY, INC., DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOSEPH BERMAN REALTY, INC., PROFIT SHARING PLAN | ProfitSharing | $11.5M | 4 | 2024 | |
| 001 | JOSEPH BERMAN REALTY, INC., MONEY PURCHASE PLAN | MoneyPurchase | $6.0M | 3 | 2024 | |
| 003 | JOSEPH BERMAN REALTY, INC., DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.3M | 3 | 2024 |
Retirement plans