OpenERISA

Wealth Planning Resources

Duxbury, MA, 02332

EIN 88-1123849
Plans
1
Total participants
5
Filing years
2024, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001William Berry Financial Planning 401(K) Plan1
2023Form 5500-SF001William Berry Financial Planning 401(K) Plan2
2022Form 5500-SF001William Berry Financial Planning 401(K) Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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