How big is The Bernard Firm P.L.C.'s plan?

The Bernard Firm P.L.C.'s plan reported $673K in assets and 14 participants for 2024.

Original filing (PDF)20251008143426NAL0014005922001

The Bernard Firm P.L.C.

Name: The Bernard Firm P.L.C. — The Bernard Firm P.L.C., Form 5500 (2024)
Creator: The Bernard Firm P.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bernard Firm P.L.C. 401(k) Plan

401(k) retirement plan · The Bernard Firm P.L.C.'s The Bernard Firm P.L.C. 401(k) Plan held $673K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

Plan identifiers

The Bernard Firm P.L.C.'s EIN is 26-2057682.

EIN 26-2057682

Plan number 001

Plan year 2024

ACK ID 20251008143426NAL0014005922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Bernard Firm P.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Bernard Firm P.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

THE BERNARD FIRM P.L.C.

EIN

all filings

Address

226 S. 3RD ST. · AMES, IA · 50010

Phone

(515) 232-4444

Industry

Professional & Technical Services

Plan administrator