PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RICHARD BERMAN AND COMPANY, INC. DBA BERMAN AND COMPANY, INC.
Sponsor portfolio

RICHARD BERMAN AND COMPANY, INC. DBA BERMAN AND COMPANY, INC.

EIN 52-1536666-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
37
1655 FORT MYER DR, SUITE 600 - ARLINGTON, VA 22209202-463-7100
Plans on this EIN
1 filing
#002401k-$6.1M - 37 part

Plan 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#002

BERMAN AND COMPANY, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$6.1M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BERMAN AND COMPANY, INC. PROFIT SHARING PLAN AND TRUST401k$6.1M372025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica