How big is Bernard Health LLC's plan?

Bernard Health LLC's plan reported $1.2M in assets and 47 participants for 2024.

Original filing (PDF)20250714131502NAL0000900067007

Bernard Health LLC

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

Form 5500-SF

FILING_RECEIVED

Bernard Health Retirement Trust

401(k) retirement plan · Bernard Health LLC's Bernard Health Retirement Trust held $1.2M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Stephanie Sappo signed Bernard Health LLC's 2024 Form 5500 as plan administrator.

Stephanie Sappo — 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

Bernard Health LLC's EIN is 61-1607356.

EIN 61-1607356

Plan number 001

Plan year 2024

ACK ID 20250714131502NAL0000900067007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard Health LLC'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 BERNARD HEALTH 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

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 (94th percentile).

Plan sponsor

Name

BERNARD HEALTH LLC

EIN

all filings

Address

2817 WEST END AVE · STE 126281 · NASHVILLE, TN · 37203

Phone

(615) 767-3562

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator