Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDREW BERMAN, M.D., INC.
EIN 95-2742121Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
13
9001 WILSHIRE BLVD., STE. 204 - BEVERLY HILLS, CA 90211310-279-6270
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 13 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#002
ANDREW BERMAN, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANDREW BERMAN, M.D., INC. 401(K) PROFIT SHARING PLAN
401k
Assets$742K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANDREW BERMAN, M.D., INC. CASH BALANCE PLAN | CashBalance | $2.5M | 6 | 2025 | |
| 001 | ANDREW BERMAN, M.D., INC. 401(K) PROFIT SHARING PLAN | 401k | $742K | 7 | 2025 |
Retirement plans