How big is F.A. Bernett, Inc.'s plan?

F.A. Bernett, Inc.'s plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20251014041129NAL0002085153001

F.A. Bernett, Inc.

Name: F.A. Bernett, Inc. — Retirement Plan & Trust of F.A., Form 5500 (2024)
Creator: F.A. Bernett, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Plan & Trust of F.A. Bernett, Inc.

Defined-contribution retirement plan · F.A. Bernett, Inc.'s Retirement Plan & Trust of F.A. Bernett, Inc. held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

F.A. Bernett, Inc.'s EIN is 13-2622234.

EIN 13-2622234

Plan number 001

Plan year 2024

ACK ID 20251014041129NAL0002085153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for F.A. Bernett, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

F.A. Bernett, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for F.A. BERNETT, INC..

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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