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Sponsor portfolio

BARRY BERMAN CPA PC

EIN 11-2601372-entertainment-Latest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
10
111 MADEIRA BLVD. - MELVILLE, NY 11747516-659-9800LinkedIn1-10 employeesentertainment
Plans on this EIN
2 filings
#001401k-$3.5M - 5 part#002CashBalance-$2.2M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BARRY BERMAN CPA 401(K) PLAN AND TRUST

401k

Assets$3.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BARRY BERMAN CPA CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BARRY BERMAN CPA 401(K) PLAN AND TRUST401k$3.5M52025
002BARRY BERMAN CPA CASH BALANCE PLANCashBalance$2.2M52025
Retirement plans
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