Bernards Holdings, Inc. Employee Stock Ownership Plan
Defined-contribution retirement plan · Bernards Holdings, Inc.'s Bernards Holdings, Inc. Employee Stock Ownership Plan held $12.1M in plan assets for 470 participants in 2024.
Signals · 3
100% in single holding100% employer stockNo 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
Above-average plan
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.
Compliance & integrity
80
Total plan cost
100
Plan health
42
Vendor & structure
100
Knocking points off
100% of assets in employer securities (concentration risk).
Helping the score
Below-peer total plan cost (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARDS HOLDINGS, INC..
