How big is Bernards & Associates, CPAS, PC's plan?

Bernards & Associates, CPAS, PC's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250718200200NAL0002390481001

Bernards & Associates, CPAS, PC

Name: Bernards & Associates, CPAS, PC — Bernards &, Form 5500 (2024)
Creator: Bernards & Associates, CPAS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernards & Associates, CPAS, PC 401(k) Savings PLN

401(k) retirement plan · Bernards & Associates, CPAS, PC's Bernards & Associates, CPAS, PC 401(k) Savings PLN held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kathleen Bernards signed Bernards & Associates, CPAS, PC's 2024 Form 5500 as plan administrator.

Kathleen Bernards — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bernards & Associates, CPAS, PC's EIN is 46-4152764.

EIN 46-4152764

Plan number 001

Plan year 2024

ACK ID 20250718200200NAL0002390481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernards & Associates, CPAS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernards & Associates, CPAS, PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARDS & ASSOCIATES, CPAS, PC.

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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