How big is Bernard, Cassisa, Elliott & DAVI's plan?

Bernard, Cassisa, Elliott & DAVI's plan reported $6.1M in assets and 15 participants for 2024.

Original filing (PDF)20250716120657NAL0002385075001

Bernard, Cassisa, Elliott & DAVI

Name: Bernard, Cassisa, Elliott & DAVI — Bernard, Cassisa, Form 5500 (2024)
Creator: Bernard, Cassisa, Elliott & DAVI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernard, Cassisa, Elliott & Davis APLC Profit Sharing Plan

401(k) retirement plan · Bernard, Cassisa, Elliott & DAVI's Bernard, Cassisa, Elliott & Davis APLC Profit Sharing Plan held $6.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Bernard, Cassisa, Elliott & DAVI's EIN is 72-0844620.

EIN 72-0844620

Plan number 001

Plan year 2024

ACK ID 20250716120657NAL0002385075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernard, Cassisa, Elliott & DAVI from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard, Cassisa, Elliott & DAVI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARD, CASSISA, ELLIOTT & DAVI.

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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