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BERNARDS & ASSOCIATES, CPAS, PC — BERNARDS & ASSOCIATES, CPAS, PC 401(K) SAVINGS PLN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718200200NAL0002390481001
BERNARDS & ASSOCIATES, CPAS, PC
Form 5500-SF
FILING_RECEIVED
BERNARDS & ASSOCIATES, CPAS, PC 401(K) SAVINGS PLN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERNARDS & ASSOCIATES, CPAS, PC
.
Find decision makers
Plan sponsor
Name
BERNARDS & ASSOCIATES, CPAS, PC
DBA
BERNARDS, CPA
EIN
46-4152764
Address
PO BOX 1038 · MCMINNVILLE, OR · 97128
Phone
(503) 472-2179
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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