Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
LESLIE BERMAN INC.
EIN 11-3020086luxury goods & jewelryLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
5
745 FIFTH AVENUE, SUITE 1601 - NEW YORK, NY 10151212-888-4188lesliebermaninc.comLinkedIn1-10 employeesluxury goods & jewelry
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 5 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
LESLIE BERMAN INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$947K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LESLIE BERMAN INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$432K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LESLIE BERMAN INC DEFINED BENEFIT PLAN | TraditionalDB | $947K | 3 | 2025 | |
| 001 | LESLIE BERMAN INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $432K | 2 | 2025 |
Retirement plans
Welfare plans