Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A&M BERK TAX SERVICE, INC.
EIN 22-1920230Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
8
820 MURRAY AVENUE - CHERRY HILL, NJ 08002215-844-9518
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 8 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
A & M BERK TAX SERVICE, INC. 401(K) PLAN
401k
Assets$4.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$903K
Participants4
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 | A & M BERK TAX SERVICE, INC. 401(K) PLAN | 401k | $4.6M | 4 | 2025 | |
| 001 | A & M BERK TAX SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $903K | 4 | 2025 |
Retirement plans