How big is Bernardaud NA, Inc.'s plan?

Bernardaud NA, Inc.'s plan reported $2.2M in assets and 16 participants for 2024.

Original filing (PDF)20250826112959NAL0017079106001

Bernardaud NA, Inc.

Name: Bernardaud NA, Inc. — Bernardaud NA, Inc. 401(k), Form 5500 (2024)
Creator: Bernardaud NA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernardaud NA, Inc. 401(k) Savings Plan and Trust

401(k) retirement plan · Bernardaud NA, Inc.'s Bernardaud NA, Inc. 401(k) Savings Plan and Trust held $2.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Bernardaud NA, Inc.'s EIN is 13-3009079.

EIN 13-3009079

Plan number 001

Plan year 2024

ACK ID 20250826112959NAL0017079106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernardaud NA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

BERNARDAUD NA, INC.

EIN

all filings

Address

499 PARK AVE. · NEW YORK, NY · 10022

Phone

(212) 696-2431

Industry

Wholesale Trade

Plan administrator