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  2. Berman & Beebe, Ltd
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Berman & Beebe, Ltd

EIN 52-2035844-legal services-Latest filing 2025
Plans
2
Retirement
2
$7.4M assets
Health & Benefits
0
Participants
14
1211 CONNECTICUT AVENUE, NW, SUITE 406 - WASHINGTON, DC 20036202-371-1100bermanbeebe.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401(k)-$6.3M - 10 part#004Cash balance-$1.0M - 4 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

  • LTD SECTION 401(K) (#001)$6.3M
  • CASH BALANCE PLAN (#004)$1.0M
Total $7.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LTD SECTION 401(K) (#001)10
  • CASH BALANCE PLAN (#004)4
Total 14Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BERMAN & BEEBE, LTD SECTION 401(K) PLAN

401(k)

Assets$6.3M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

BERMAN & BEEBE, LTD. CASH BALANCE PLAN

Cash balance

Assets$1.0M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BERMAN & BEEBE, LTD SECTION 401(K) PLAN401(k)$6.3M102025
#004BERMAN & BEEBE, LTD. CASH BALANCE PLANCash balance$1.0M42025
  • BERMAN & BEEBE, LTD SECTION 401(K) PLAN$6.3M
    #001 · 401(k) · 202510
  • BERMAN & BEEBE, LTD. CASH BALANCE PLAN$1.0M
    #004 · Cash balance · 20254
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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