LOTA & Bernard, LLC

Kathleen Benrard signed LOTA & Bernard, LLC's 2024 Form 5500 as plan administrator.

• Kathleen Benrard — Plan Administrator — Form 5500 signer
• Kathleen Bernard — Employer / Plan Sponsor — Form 5500 signer

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

LOTA & Bernard, LLC's EIN is 20-3950314.

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

LOTA & Bernard, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.