How big is Bernath, LLC's plan?

Bernath, LLC's plan reported $929K in assets and 35 participants for 2024.

Original filing (PDF)20250605121009NAL0020146720001

Bernath, LLC

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

Form 5500-SF

FILING_RECEIVED

Bernath, LLC Retirement Plan

401(k) retirement plan · Bernath, LLC's Bernath, LLC Retirement Plan held $929K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$929K

Net assets (EOY)

$929K

People on this filing

JODY Bernath signed Bernath, LLC's 2024 Form 5500 as plan administrator.

JODY Bernath — 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

Bernath, LLC's EIN is 77-0705823.

EIN 77-0705823

Plan number 001

Plan year 2024

ACK ID 20250605121009NAL0020146720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernath, 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 BERNATH, 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 (23rd percentile).

Helping the score

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

Plan sponsor

Name

BERNATH, LLC

EIN

all filings

Address

1010 E. SUMNER AVE. · INDIANAPOLIS, IN · 46227

Phone

(317) 780-1310

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

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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