Original filing (PDF)20250506134847NAL0006863331001

MARK BERNERT TUGBOAT COMPANY, INC.

Name: MARK BERNERT TUGBOAT COMPANY, INC. — BERNERT TUG BOAT PENSION PLAN, Form 5500 (2024)
Creator: MARK BERNERT TUGBOAT COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

BERNERT TUG BOAT PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK BERNERT TUGBOAT COMPANY, INC..

Plan sponsor

Name

MARK BERNERT TUGBOAT COMPANY, INC.

EIN

20-5965937

Address

34509 MILLARD ROAD · WARREN, OR · 97053

Phone

(503) 397-2548

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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