Assets by plan
Share of aggregate retirement assets
- BERK, P.A. 401(K) (#002)$22.1M
Filings through .
McClow, Clark & Berk, P.A.
EIN 59-1162456Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$28.7M assets
Health & Benefits
0
Participants
107
1912 HAMILTON STREET, SUITE 201 - JACKSONVILLE, FL 32210904-388-2556
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $28.7M assets / 107 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MCCLOW, CLARK & BERK, P.A. 401(K) PLAN
401(k)
Assets$22.1M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
DOCTORS MCCLOW, CLARK & BERK, P.A. CASH BALANCE PENSION PLAN
Cash balance
Assets$6.6M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MCCLOW, CLARK & BERK, P.A. 401(K) PLAN | 401(k) | $22.1M | 64 | 2025 |
| #003 | DOCTORS MCCLOW, CLARK & BERK, P.A. CASH BALANCE PENSION PLAN | Cash balance | $6.6M | 43 | 2025 |
- #002 · 401(k) · 202564
- #003 · Cash balance · 202543
Retirement plans