How big is Isaac W Bernheim Foundation's plan?

Isaac W Bernheim Foundation's plan reported $5.9M in assets and 48 participants for 2025.

Original filing (PDF)20260319094630NAL0009426290001

Isaac W Bernheim Foundation

Name: Isaac W Bernheim Foundation — Bernheim Arboretum and, Form 5500 (2025)
Creator: Isaac W Bernheim Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernheim Arboretum and Research Forest

Defined-contribution retirement plan · Isaac W Bernheim Foundation's Bernheim Arboretum and Research Forest held $5.9M in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Roy Price signed Isaac W Bernheim Foundation's 2025 Form 5500 as plan administrator.

Roy Price — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Isaac W Bernheim Foundation's EIN is 61-0444651.

EIN 61-0444651

Plan number 001

Plan year 2025

ACK ID 20260319094630NAL0009426290001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Isaac W Bernheim Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Isaac W Bernheim Foundation's plan includes ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

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 (96th percentile).

Plan sponsor

Name

ISAAC W BERNHEIM FOUNDATION

DBA

BERNHEIM ARBORETUM & RESEARCH FOREST

EIN

all filings

Address

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

Phone

(502) 648-2136

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