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Sponsor portfolio

BERKSHIRE HOLDINGS INTERNATION

EIN 47-2638383-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
553 CAPITAL DR - LAKE ZURICH, IL 600476711847-540-6554
Plans on this EIN
2 filings
#001401k-$1.2M - 6 part#003TraditionalDB-$177K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN & TRUST (#001)87%
  • CORPORATION RETIREMENT PLAN (#003)13%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • CORPORATION RETIREMENT PLAN (#003)3
Total 9Click 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

BERKSHIRE HOLDINGS INTERNATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

BERKSHIRE HOLDINGS INTERNATIONAL CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$177K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERKSHIRE HOLDINGS INTERNATION 401(K) PROFIT SHARING PLAN & TRUST401k$1.2M62025
003BERKSHIRE HOLDINGS INTERNATIONAL CORPORATION RETIREMENT PLANTraditionalDB$177K32025
Retirement plans
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