Filings through .
Sponsor portfolio
Gregor Berkowitz Advisors
EIN 46-2496943Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$814K assets
Welfare
0
Participants
3
185 PRECITA AVENUE - SAN FRANCISCO, CA 94110415-412-9175
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GBA PROFIT SHARING PLAN | Profit-sharing | $814K | 3 | 2025 |
Retirement plans