How big is Bernic Management LLC's plan?

Bernic Management LLC's plan reported $3.3M in assets and 15 participants for 2024.

Original filing (PDF)20250508135419NAL0007890019001

Bernic Management LLC

Name: Bernic Management LLC — Bernic Management LLC 401(k), Form 5500 (2024)
Creator: Bernic Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernic Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bernic Management LLC's Bernic Management LLC 401(k) Profit Sharing Plan & Trust held $3.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

John Bernic signed Bernic Management LLC's 2024 Form 5500 as plan administrator.

John Bernic — 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

Bernic Management LLC's EIN is 20-5964263.

EIN 20-5964263

Plan number 001

Plan year 2024

ACK ID 20250508135419NAL0007890019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernic Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernic Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNIC MANAGEMENT LLC.

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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

Knocking points off