How big is Bernardus, LLC's plan?

Bernardus, LLC's plan reported $2.4M in assets and 29 participants for 2024.

Original filing (PDF)20250916114337NAL0001159363001

Bernardus, LLC

Name: Bernardus, LLC — Bernardus 401(k) Plan, Form 5500 (2024)
Creator: Bernardus, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernardus 401(k) Plan

401(k) retirement plan · Bernardus, LLC's Bernardus 401(k) Plan held $2.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Marvin Meier signed Bernardus, LLC's 2024 Form 5500 as plan administrator.

Marvin Meier — 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

Bernardus, LLC's EIN is 77-0254667.

EIN 77-0254667

Plan number 001

Plan year 2024

ACK ID 20250916114337NAL0001159363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernardus, 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 BERNARDUS, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BERNARDUS, LLC

EIN

all filings

Address

5 WEST CARMEL VALLEY ROAD · CARMEL VALLEY, CA · 93924

Phone

(408) 591-4838

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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