THE BERNARD GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE BERNARD GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE BERNARD GROUP, INC. 401(k) on its latest Form 5500
THE BERNARD GROUP, INC. (EIN 41-1944077) reports THE BERNARD GROUP 401(K) PLAN on its most recent Form 5500, with $58.2M in plan assets across 940 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 THE BERNARD GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE BERNARD GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE BERNARD GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHRISTENSEN GROUP FINANCIAL.
How to check your THE BERNARD GROUP, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE BERNARD GROUP, INC. 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).
