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THE BERNARD GROUP INC. — THE BERNARD GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250912075453NAL0000766545001
THE BERNARD GROUP INC.
Form 5500
FILING_RECEIVED
THE BERNARD GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
60% in single holding
No recordkeeper disclosed
Active participants
737
Accounts w/ balance
979
Plan assets (EOY)
$122.5M
Net assets (EOY)
$117.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BERNARD GROUP INC.
.
Find decision makers
Plan sponsor
Name
THE BERNARD GROUP INC.
EIN
41-1944077
Address
19011 LAKE DRIVE EAST · CHANHASSEN, MN · 55317
Phone
(952) 934-1900
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $122.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Unallocated – 598,818 Shares
—
—
$4.8M
$73.4M
59.9%
Allocated – 401,182 Shares
—
—
$3.2M
$49.1M
40.1%
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Knocking points off
Top holding "Unallocated – 598,818 Shares" is 60% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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