Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
BERK, MERCHANT & SIMS, PLC
EIN 20-3380304law practiceLatest filing 2025
Plans
3
Retirement
2
$8.5M assets
Welfare
1
Participants
117
2 ALHAMBRA PLZ - CORAL GABLES, FL 331345202786-338-2851berklawfirm.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 86 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
BERK, MERCHANT & SIMS, PLC 401(K) PLAN
401k
Assets$5.2M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERK, MERCHANT & SIMS, PLC CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERK, MERCHANT & SIMS, PLC GHT BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERK, MERCHANT & SIMS, PLC 401(K) PLAN | 401k | $5.2M | 48 | 2024 | |
| 002 | BERK, MERCHANT & SIMS, PLC CASH BALANCE PLAN | CashBalance | $3.3M | 38 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERK, MERCHANT & SIMS, PLC GHT BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans