How big is Bernath & Rosenberg, PC's plan?

Bernath & Rosenberg, PC's plan reported $10.8M in assets and 75 participants for 2024.

Original filing (PDF)20251010155135NAL0019014690001

Bernath & Rosenberg, PC

Name: Bernath & Rosenberg, PC — Bernath & Rosenberg PC, Form 5500 (2024)
Creator: Bernath & Rosenberg, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernath & Rosenberg PC 401(k) Profit Sharing Plan

401(k) retirement plan · Bernath & Rosenberg, PC's Bernath & Rosenberg PC 401(k) Profit Sharing Plan held $10.8M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Benjamin Berger signed Bernath & Rosenberg, PC's 2024 Form 5500 as plan administrator.

Benjamin Berger — 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

Bernath & Rosenberg, PC's EIN is 13-3358774.

EIN 13-3358774

Plan number 001

Plan year 2024

ACK ID 20251010155135NAL0019014690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernath & Rosenberg, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernath & Rosenberg, PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNATH & ROSENBERG, PC.

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Plan health score

Above-average plan

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