Original filing (PDF)20250319104321NAL0002501427001

ISAAC W BERNHEIM FOUNDATION

Name: ISAAC W BERNHEIM FOUNDATION — BERNHEIM ARBORETUM AND RESEARCH FOREST, Form 5500 (2024)
Creator: ISAAC W BERNHEIM FOUNDATION

Form 5500-SF

FILING_RECEIVED

BERNHEIM ARBORETUM AND RESEARCH FOREST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISAAC W BERNHEIM FOUNDATION.

Plan sponsor

Name

ISAAC W BERNHEIM FOUNDATION

DBA

BERNHEIM ARBORETUM & RESEARCH FOREST

EIN

61-0444651

Address

2499 CLERMONT ROAD, HWY 245 · PO BOX 130 · CLERMONT, KY · 401100130

Phone