The Louis Berkman Company 401(k) Plan: Login, Facts & Contact Information

The Louis Berkman Company 401(k) Plan Facts

Plan name
THE LOUIS BERKMAN COMPANY RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE LOUIS BERKMAN COMPANY
Participants
14 (7 active employees)
Plan assets
$1,031,226 at Dec 31, 2024
Average account balance
$128,903 across 8 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $36,747 went into the plan in contributions.
  • $169,552 was paid out to participants.
  • Investment and other income added $106,827.

How the The Louis Berkman Company 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201922$714,616$62,024
202016$852,848$8,140
202115$964,395$47,506
202215$894,001$13,431
202313$1.06 million$11,918
202414$1.03 million$169,552

The Louis Berkman Company 401(k) Contact Information

Phone
412-652-9473
Mailing address
600 GRANT STREET SUITE 3230, PITTSBURGH PA 15219
Plan sponsor
THE LOUIS BERKMAN COMPANY
Employer identification number (EIN)
51-0446461
Plan number
101

Questions about the The Louis Berkman Company 401(k)

Does The Louis Berkman Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the The Louis Berkman Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Louis Berkman Company 401(k) plan?

14 participants at the start of plan year 2024, 7 of them active employees.

What is the average 401(k) balance at The Louis Berkman Company?

About $128,903 per account: $1.03 million in plan assets across 8 accounts with a balance at the end of plan year 2024.

Who manages the The Louis Berkman Company 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Louis Berkman Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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