JODY Oneil signed The Bernard Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Bernard Group, Inc.'s EIN is 41-1944077.
Download the official 2024 Form 5500 (PDF) for The Bernard Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bernard Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL, LLC | 87-4130828 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $7.7M | 13.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.4M | 12.8% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.3M | 12.5% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.9M | 10.2% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.5M | 9.5% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.4M | 9.3% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $2.4M | 4.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.2M | 3.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.0M | 3.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.7M | 2.9% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $1.1M | 1.9% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.0M | 1.8% | |
| Participants Participant Loans Rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $958K | 1.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $713K | 1.2% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $588K | 1.0% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $579K | 1.0% | |
| Columbia Global Technologoy Growth | Other securities | — | — | $481K | 0.8% | |
| PGIM High Yield R6 | Other securities | — | — | $392K | 0.7% | |
| JanusHenderson Balanced N | Other securities | — | — | $385K | 0.7% | |
| MFS International Diversification | Mutual Funds | — | — | $371K | 0.6% | |
| Nuveen International Equity Index | Common Collective Trusts | — | — | $333K | 0.6% | |
| Great Gray Trust Company Small Cap Value II R1 Fund | Common Stocks | — | — | $311K | 0.5% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $311K | 0.5% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $310K | 0.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $243K | 0.4% | |
| Fidelity Emerging Market Index | Mutual Funds | — | — | $193K | 0.3% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $173K | 0.3% | |
| CORE PLUS BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $142K | 0.2% | |
| BNY Mellon Natural Resources | Other securities | — | — | $119K | 0.2% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $118K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $104K | 0.2% | |
| (E) | Other securities | — | $64K | $75K | 0.1% | |
| Principal Trust Company Principal LifeTime Hybrid Income | Common Stocks | — | — | $75K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $75K | 0.1% | |
| BlackRock Health Sciences Opportunities | Other securities | — | — | $66K | 0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $64K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $59K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | <0.1% | |
| (E) | Other securities | — | $59K | $14K | <0.1% | |
| DFA Commodity Strategy I | Mutual Funds | — | — | $14K | <0.1% |
