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BERSON FINANCIAL GROUP, INC.

EIN 56-2667099-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
2
3745 MEDEA CREEK ROAD - AGOURA, CA 91301818-789-9090
Plans on this EIN
1 filing
#001401k-$4.2M - 2 part

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Retirement#001

BERSON FINANCIAL GROUP PROFIT SHARING 401K PLAN

401k

Assets$4.2M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERSON FINANCIAL GROUP PROFIT SHARING 401K PLAN401k$4.2M22025
Retirement plans
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