The Bernard Group Inc. Employee Stock Ownership Plan
Defined-contribution retirement plan · The Bernard Group Inc.'s The Bernard Group Inc. Employee Stock Ownership Plan held $122.5M in plan assets for 737 participants in 2024.
Signals · 2
60% in single holdingNo 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
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.
Compliance & integrity
80
Total plan cost
99
Plan health
54
Vendor & structure
100
Knocking points off
100% of assets in employer securities (concentration risk).
Helping the score
Below-peer total plan cost (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERNARD GROUP INC..
