How big is Bernardo Wealth Planning, LLC's plan?

Bernardo Wealth Planning, LLC's plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20250613154427NAL0050510370001

Bernardo Wealth Planning, LLC

Name: Bernardo Wealth Planning, LLC — Bernardo Wealth, Form 5500 (2024)
Creator: Bernardo Wealth Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernardo Wealth Planning 401(k) Plan

401(k) retirement plan · Bernardo Wealth Planning, LLC's Bernardo Wealth Planning 401(k) Plan held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Michele Levitan for TRPC signed Bernardo Wealth Planning, LLC's 2024 Form 5500 as plan administrator.

Michele Levitan for TRPC — 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

Bernardo Wealth Planning, LLC's EIN is 81-2605660.

EIN 81-2605660

Plan number 001

Plan year 2024

ACK ID 20250613154427NAL0050510370001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernardo Wealth Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARDO WEALTH PLANNING, 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