How big is Bernard Company's plan?

Bernard Company's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250312130656NAL0038184098001

Bernard Company

Name: Bernard Company — Bernard Company 401(k) Profit, Form 5500 (2024)
Creator: Bernard Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernard Company 401(k) Profit Sharing Plan

401(k) retirement plan · Bernard Company's Bernard Company 401(k) Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

JEFF Bernard signed Bernard Company's 2024 Form 5500 as plan administrator.

JEFF Bernard — 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 Company's EIN is 75-2675444.

EIN 75-2675444

Plan number 001

Plan year 2024

ACK ID 20250312130656NAL0038184098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard Company's plan includes profit-sharing, a 401(k) feature, 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 COMPANY.

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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