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  2. BERMAN MEDICAL CONSULTING, P.C.
Sponsor portfolio

BERMAN MEDICAL CONSULTING, P.C.

EIN 42-1664993-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
60
6230 W. UNION HILLS DR. A-140 - GLENDALE, AZ 85308480-347-0844
Plans on this EIN
2 filings
#001TraditionalDB-$2.7M - 31 part#002401k-$2.1M - 29 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • DEFINED BENEFIT PENSION (#001)57%
  • PROFIT SHARING PLAN (#002)43%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)31
  • PROFIT SHARING PLAN (#002)29
Total 60Click 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

BERMAN MEDICAL CONSULTING, P.C. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BERMAN MEDICAL CONSULTING, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$2.1M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERMAN MEDICAL CONSULTING, P.C. DEFINED BENEFIT PENSION PLANTraditionalDB$2.7M312024
002BERMAN MEDICAL CONSULTING, P.C. 401(K) PROFIT SHARING PLAN401k$2.1M292024
Retirement plans
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