What public Form 5500 filings show about the Berna Holdings, LLC 401(k) plan — and how to find and check your own account.
Berna Holdings, LLC (EIN 01-0705734) reports BERNA RETIREMENT PLAN on its most recent Form 5500, with $922K in plan assets across 32 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Berna Holdings, LLC filing — schedules, fees, and providers.
Berna Holdings, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Berna Holdings, LLCHR for the recordkeeper’s name and login.
