Colorado › Professional, scientific and technical services › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2022 to 31 Dec 2022
Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan
Sponsored by Berg Hill Greenleaf & Ruscitti LLP, Boulder, CO
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Berg Hill Greenleaf & Ruscitti LLP of Boulder, Colorado sponsors Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan, a 401(k) plan. Its Form 5500 for the plan year ending 31 Dec 2022 shows 125 participants (99 active).
Net assets came to $122,167 per participant in plan year 2024, well above the $60,185 median for defined contribution plans with 100 to 249 participants and well above the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
No Schedule H financial statement is attached to this filing, so asset, contribution and fee figures are not available for the year.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $122,167 | $60,185 | $73,951 | $53,102 |
| Employer contributions per active participant | $5,586 | $2,447 | $3,219 | $2,175 |
| Schedule C compensation per participant | $196 | $194 | $148 | $123 |
| Schedule C compensation, share of net assets | 0.16% | 0.32% | 0.22% | 0.26% |
| Administrative expenses per participant | $193 | $176 | $140 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 125 | — | — | — | — | — |
| 2024 | 137 | $16.7M | $122,168 | $609K | $1.2M | $27K |
| 2023 | 124 | $13.4M | $108,323 | $498K | $1.1M | $25K |
| 2021 | 111 | — | — | — | — | — |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Fees and service providers
No service provider organisations are listed on Schedule C for this plan year.
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Audit and compliance answers, as filed
- Accountant's opinionNot stated
- Audit scope limited under ERISA section 103(a)(3)(C)—
- Participant contributions reported as transmitted late—
- Covered by a fidelity bond—
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2JCode section 401(k) feature3BPlan covering self-employed individuals3DPre-approved pension plan2FERISA section 404(c) plan2GTotal participant-directed account plan2RParticipant-directed brokerage accounts provided as an investment option under the plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541110: Offices of Lawyers.
Similar plans in Colorado
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Astroscale U.S. Inc. 401(k) Plan | Astroscale U.S. Inc. | 126 | — | — |
| Lifeloop 401(k) Profit Sharing Plan | It's Never 2 Late, LLC DBA Lifeloop | 124 | $4.0M | $32,194 |
| Kl&a, Inc. 401(k) Plan and Trust | Kl&a, Inc. | 127 | $17.3M | $136,061 |
| The Otten, Johnson, Robinson, Neff & Ragonetti, P.C. Retirement Savings Plan | Otten, Johnson, Robinson, Neff & Ragonetti, P.C. | 122 | $55.6M | $455,673 |
| Photon Brothers Inc. 401(k) Plan | Photon Brothers Inc. | 127 | $3.1M | $24,302 |
| Kahuna USA 401(k) Plan | Kahuna USA LLC | 121 | $15.8M | $130,947 |
Defined contribution plans in professional, scientific and technical services closest in size.
Questions and answers
How big is Berg Hill Greenleaf & Ruscitti LLP Profit Sharing Plan?
125 participants at the end of the plan year ending 31 Dec 2022, of whom 99 were active employees. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Berg Hill Greenleaf & Ruscitti LLP contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
No financial schedules are attached to this filing.
Who runs the plan?
The sponsor is Berg Hill Greenleaf & Ruscitti LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing does not state an accountant's opinion type.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2022 to 31 Dec 2022, received by the Department of Labor on 26 Feb 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 84-1605707, plan 001, received 26 Feb 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.