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Sponsor portfolio

BERLINGER LLC

EIN 82-4918397-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$347K assets
Welfare
0
Participants
5
617 SOUTH OLIVE STREET, SUITE 320 - LOS ANGELES, CA 90014818-667-3631
Plans on this EIN
2 filings
#002CashBalance-$246K - 2 part#001401k-$102K - 3 part

Retirement portfolio analytics

2 plans aggregated / $347K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • PROFIT SHARING PLAN (#001)29%
Total $347KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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#002

BERLINGER, LLC CASH BALANCE PLAN

CashBalance

Assets$246K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BERLINGER, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$102K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BERLINGER, LLC CASH BALANCE PLANCashBalance$246K22024
001BERLINGER, LLC 401(K) PROFIT SHARING PLAN401k$102K32024
Retirement plans
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