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BERGER & JONES INSURANCE AGENCY, INC.

EIN 94-2751063-insurance-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
4
P.O. BOX 1727 - SAN RAMON, CA 945836727925-277-9090bergerandjonesinsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001ProfitSharing-$1.8M - 4 part

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Retirement#001

BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERGER & JONES INSURANCE AGENCY, INC. PROFIT SHARING PLANProfitSharing$1.8M42025
Retirement plans
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