Original filing (PDF)20250412220129NAL0015570995031

JOSEPH L. BERNHEIMER

Name: JOSEPH L. BERNHEIMER — JOSEPH L. BERNHEIMER 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH L. BERNHEIMER

Form 5500-SF

FILING_RECEIVED

JOSEPH L. BERNHEIMER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 JOSEPH L. BERNHEIMER.

Plan sponsor

Name

JOSEPH L. BERNHEIMER

EIN

22-3798827

Address

61 PEARL ST · METUCHEN, NJ · 08840

Phone

(732) 906-3300

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PLATT WEALTH MANAGEMENT, LLC

PLATT WEALTH MANAGEMENT 401(K) PLAN

$1.4M · 6 participants

L & J FINANCIAL INC DBA VALLEY FINANCIAL SERVICES

VALLEY FINANCIAL SERVICES 401K PROFIT SHARING PLAN

$1.4M · 4 participants

ALT FINANCIAL PROFESSIONAL, INC

ALT FINANCIAL PROFESSIONAL, INC PENSION PLAN

$1.4M · 5 participants

NEW CENTURY FINANCIAL GROUP, LLC

NEW CENTURY FINANCIAL GROUP, LLC 401(K) PLAN

$1.4M · 4 participants

MARK SHEPTOFF FINANCIAL PLANNING, LLC