Original filing (PDF)20250911094057NAL0000253344001

BERN & ASSOCIATES LLC

Name: BERN & ASSOCIATES LLC — BERN ROOT LLC 401(K), Form 5500 (2024)
Creator: BERN & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

BERN ROOT LLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

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

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERN & ASSOCIATES LLC.

Plan sponsor

Name

BERN & ASSOCIATES LLC

EIN

92-3493120all filings

Address

39 PARK PLACE · SUITE 204 · ENGLEWOOD, NJ · 07631

Phone

(201) 454-1515

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ERIC RAMOS LAW, PLLC

ERIC RAMOS LAW, PLLC 401(K) PLAN

$91K · 4 participants

CUTRIGHT LAW PLLC

CUTRIGHT LAW PLLC 401K PLAN

$91K · 4 participants

SCHNEIDER & WILLIAMS, P.C.

SCHNEIDER & WILLIAMS, P.C. 401(K) PLAN

$91K · 4 participants

SEGAN, NEMEROV & SINGER, P.C.

SNSST LAW 401(K) PLAN

$91K · 6 participants

HOPPOCK LAW FIRM, LLC

HOPPOCK LAW FIRM, LLC 401(K) PLAN

$91K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.