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  2. THE LAW OFFICE OF KENNETH E. BERGER, LLC
Sponsor portfolio

THE LAW OFFICE OF KENNETH E. BERGER, LLC

EIN 80-0665550-legal services-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
22
5205 FOREST DRIVE, SUITE 2 - COLUMBIA, SC 29206803-790-2800bergerlawsc.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.0M - 15 part#002CashBalance-$841K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • BERGER, LLC 401(K) (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BERGER, LLC 401(K) (#001)15
  • CASH BALANCE PLAN (#002)7
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE LAW OFFICE OF KENNETH E. BERGER, LLC 401(K) PLAN

401k

Assets$1.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LAW OFFICE OF KENNETH E. BERGER, LLC CASH BALANCE PLAN

CashBalance

Assets$841K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE LAW OFFICE OF KENNETH E. BERGER, LLC 401(K) PLAN401k$1.0M152024
002THE LAW OFFICE OF KENNETH E. BERGER, LLC CASH BALANCE PLANCashBalance$841K72024
Retirement plans
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