How big is Bernard & Merrill PLLC's plan?

Bernard & Merrill PLLC's plan reported $2.6M in assets and 13 participants for 2024.

Original filing (PDF)20250709161859NAL0005891169001

Bernard & Merrill PLLC

Name: Bernard & Merrill PLLC — Bernard & Merrill PLLC, Form 5500 (2024)
Creator: Bernard & Merrill PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernard & Merrill PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bernard & Merrill PLLC's Bernard & Merrill PLLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Corey Martin signed Bernard & Merrill PLLC's 2024 Form 5500 as plan administrator.

Corey Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bernard & Merrill PLLC's EIN is 02-0513188.

EIN 02-0513188

Plan number 001

Plan year 2024

ACK ID 20250709161859NAL0005891169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernard & Merrill PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard & Merrill PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARD & MERRILL PLLC.

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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

Helping the score