How big is Bernard Wealth Management Corp.'s plan?

Bernard Wealth Management Corp.'s plan reported $643K in assets and 5 participants for 2024.

Original filing (PDF)20251002084729NAL0000156531001

Bernard Wealth Management Corp.

Name: Bernard Wealth Management Corp. — BWM 401(k) and, Form 5500 (2024)
Creator: Bernard Wealth Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWM 401(k) and Profit Sharing Plan

401(k) retirement plan · Bernard Wealth Management Corp.'s BWM 401(k) and Profit Sharing Plan held $643K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

Plan identifiers

Bernard Wealth Management Corp.'s EIN is 45-3641147.

EIN 45-3641147

Plan number 001

Plan year 2024

ACK ID 20251002084729NAL0000156531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernard Wealth Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard Wealth Management Corp.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARD WEALTH MANAGEMENT CORP.

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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