How big is The Bernd Group, Inc.'s plan?

The Bernd Group, Inc.'s plan reported $4.0M in assets and 79 participants for 2024.

Original filing (PDF)20251007154115NAL0004793057001

The Bernd Group, Inc.

Name: The Bernd Group, Inc. — The Bernd Group, Inc. 401(k), Form 5500 (2024)
Creator: The Bernd Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bernd Group, Inc. 401(k) Plan

401(k) retirement plan · The Bernd Group, Inc.'s The Bernd Group, Inc. 401(k) Plan held $4.0M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

The Bernd Group, Inc.'s EIN is 59-2999351.

EIN 59-2999351

Plan number 001

Plan year 2024

ACK ID 20251007154115NAL0004793057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Bernd Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Bernd Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERND GROUP, INC..

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Plan health score

Above-average plan

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