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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

BERNARD WEALTH MANAGEMENT CORP 401(k) Plan

What public Form 5500 filings show about the BERNARD WEALTH MANAGEMENT CORP 401(k) plan — and how to find and check your own account.

Plan assets
$643K
Participants
5
Plans on file
1

The BERNARD WEALTH MANAGEMENT CORP 401(k) on its latest Form 5500

BERNARD WEALTH MANAGEMENT CORP (EIN 45-3641147) reports BWM 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $643K in plan assets across 5 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 BERNARD WEALTH MANAGEMENT CORP filing — schedules, fees, and providers.

Who runs the BERNARD WEALTH MANAGEMENT CORP 401(k)?

BERNARD WEALTH MANAGEMENT CORP’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 BERNARD WEALTH MANAGEMENT CORPHR for the recordkeeper’s name and login.

How to check your BERNARD WEALTH MANAGEMENT CORP 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BERNARD WEALTH MANAGEMENT CORP HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: BERNARD WEALTH MANAGEMENT CORP — all Form 5500 filings (EIN 45-3641147) · Michigan employer EIN lookup · Form 5500 search
BERNARD WEALTH MANAGEMENT CORP 401(k) Plan — Form 5500