Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERRY HEALTH LLC
EIN 84-2618667restaurantsLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 23 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#003
RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST
TraditionalDB
Assets$877K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$452K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RICHARD S. BERRY, M.D., P.C. RETIREMENT TRUST | TraditionalDB | $877K | 18 | 2025 | |
| 001 | RICHARD S. BERRY, M.D., P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $452K | 5 | 2025 |
Retirement plans