Original filing (PDF)20250701074457NAL0030204258001

BERN'S STEAK HOUSE

Name: BERN'S STEAK HOUSE — BERN'S STEAK HOUSE 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: BERN'S STEAK HOUSE

Form 5500-SF

FILING_RECEIVED

BERN'S STEAK HOUSE 401K RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

189

Accounts w/ balance

103

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERN'S STEAK HOUSE.

Plan sponsor

Name

BERN'S STEAK HOUSE

EIN

59-1154419

Address

1208 SOUTH HOWARD AVE · TAMPA, FL · 336063102

Phone

(813) 251-2421

Industry

Accommodation & Food Servicessee 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

DRG EMPLOYER LLC

DRG EMPLOYER 401(K) PLAN

$4.8M · 1,686 participants

YENMAN ENTERPRISES

YENMAN ENTERPRISES 401(K) PLAN

$4.8M · 537 participants

J. FOLEY ENTERPRISES, INC.

THE CLEARMAN'S RESTAURANT GROUP 401K RETIREMENT PLAN

$4.8M · 214 participants

MILLER APPLE L.P.

MILLER APPLE L.P. 401K PROFIT SHARING PLAN

$4.8M · 496 participants

APG ENTERPRISES, INC.

BEGGAR'S PIZZA 401(K) PLAN

$4.8M · 77 participants