Original filing (PDF)20250609124110NAL0014039153001

BERNARD'S NORTHTOWN, INC.

Name: BERNARD'S NORTHTOWN, INC. — BERNARD'S NORTHTOWN, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: BERNARD'S NORTHTOWN, INC.

Form 5500-SF

FILING_RECEIVED

BERNARD'S NORTHTOWN, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARD'S NORTHTOWN, INC..

Plan sponsor

Name

BERNARD'S NORTHTOWN, INC.

EIN

39-0757504

Address

510 DEERE DRIVE · NEW RICHMOND, WI · 54017

Phone

(715) 246-2236

Industry

Retail Tradesee 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

2025-06-09

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

POWELL-WATSON MOTORS

POWELL-WATSON MOTORS 401(K) PLAN

$6.4M · 164 participants

CLASSIC AUTOMOTIVE, INC.

CLASSIC AUTOMOTIVE EMPLOYEE 401(K) PLAN

$6.4M · 85 participants

THOMPSON SALES COMPANY

THOMPSON SALES COMPANY SALARY DEFERRAL 401(K) PLAN

$6.4M · 108 participants

LANCASTER NISSAN CORP.

LANCASTER NISSAN CORP. 401(K) PROFIT SHARING PLAN

$6.4M · 49 participants

VALENTI FORD, INC.

VALENTI FORD, INC. 401(K) PLAN

$6.4M · 79 participants