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BERSON-SOKOL AGENCY, INC.

EIN 34-1127514-insurance-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
15
25500 CHAGRIN BLVD, STE 101 - BEACHWOOD, OH 44122216-496-7499berson-sokol.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$2.5M - 15 part

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Retirement#001

BERSON-SOKOL AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.5M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERSON-SOKOL AGENCY, INC. 401(K) PROFIT SHARING PLAN401k$2.5M152025
Retirement plans
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