How big is JORY L. Bernard, LLC's plan?

JORY L. Bernard, LLC's plan reported $4.0M in assets and 71 participants for 2024.

Original filing (PDF)20250326100912NAL0011259027001

JORY L. Bernard, LLC

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

Form 5500-SF

FILING_RECEIVED

JORY L. Bernard, LLC 401(k) Plan

401(k) retirement plan · JORY L. Bernard, LLC's JORY L. Bernard, LLC 401(k) Plan held $4.0M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

JORY L. Bernard, LLC's EIN is 26-1441724.

EIN 26-1441724

Plan number 001

Plan year 2024

ACK ID 20250326100912NAL0011259027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JORY L. Bernard, 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 JORY L. BERNARD, LLC.

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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

Knocking points off