How big is Elizabeth A. Bernard, LLC's plan?

Elizabeth A. Bernard, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251010150336NAL0004735619001

Elizabeth A. Bernard, LLC

Name: Elizabeth A. Bernard, LLC — Elizabeth A. Bernard, Form 5500 (2024)
Creator: Elizabeth A. Bernard, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elizabeth A. Bernard, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Elizabeth A. Bernard, LLC's Elizabeth A. Bernard, LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Elizabeth A. Bernard, LLC's EIN is 51-0638558.

EIN 51-0638558

Plan number 001

Plan year 2024

ACK ID 20251010150336NAL0004735619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elizabeth A. Bernard, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elizabeth A. Bernard, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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