How big is Berna Holdings, LLC's plan?

Berna Holdings, LLC's plan reported $922K in assets and 32 participants for 2025.

Original filing (PDF)20260323193916NAL0002531011001

Berna Holdings, LLC

Name: Berna Holdings, LLC — Berna Retirement Plan, Form 5500 (2025)
Creator: Berna Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berna Retirement Plan

401(k) retirement plan · Berna Holdings, LLC's Berna Retirement Plan held $922K in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

Plan identifiers

Berna Holdings, LLC's EIN is 01-0705734.

EIN 01-0705734

Plan number 001

Plan year 2025

ACK ID 20260323193916NAL0002531011001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Berna Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Berna Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNA HOLDINGS, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off