Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERMAN & BEEBE, LTD
EIN 52-2035844legal servicesLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
14
1211 CONNECTICUT AVENUE, NW, SUITE 406 - WASHINGTON, DC 20036202-371-1100bermanbeebe.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
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 & BEEBE, LTD SECTION 401(K) PLAN
401k
Assets$6.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BERMAN & BEEBE, LTD. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERMAN & BEEBE, LTD SECTION 401(K) PLAN | 401k | $6.3M | 10 | 2025 | |
| 004 | BERMAN & BEEBE, LTD. CASH BALANCE PLAN | CashBalance | $1.0M | 4 | 2025 |
Retirement plans