Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY BERKUS ARCHITECTS, INC
EIN 74-2746165Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
6
416 ANACAPA ST, STE A - SANTA BARBARA, CA 93101970-925-4333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 6 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
JEFFREY BERKUS ARCHITECTS, INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY BERKUS ARCHITECTS, INC PROFIT SHARING PLAN
ProfitSharing
Assets$237K
Participants3
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 | JEFFREY BERKUS ARCHITECTS, INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.1M | 3 | 2025 | |
| 002 | JEFFREY BERKUS ARCHITECTS, INC PROFIT SHARING PLAN | ProfitSharing | $237K | 3 | 2025 |
Retirement plans