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BERNARDS HOLDINGS, INC. — BERNARDS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926121112NAL0009383153001
BERNARDS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
BERNARDS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
470
Accounts w/ balance
624
Plan assets (EOY)
$12.1M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERNARDS HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
BERNARDS HOLDINGS, INC.
EIN
81-4725849
Address
555 FIRST STREET · SAN FERNANDO, CA · 91340
Phone
(818) 898-1521
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
GELMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $12.1M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Bernards Holdings, Inc. 1,000,000 Shares of Common Stock
—
—
$2.2M
$12.1M
100.0%
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Knocking points off
Top holding "Bernards Holdings, Inc. 1,000,000 Shares of Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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