AUMdb

The Bernard Group Inc. Employee Stock Ownership Plan

Sponsored by The Bernard Group Inc. · EIN 411944077 · Plan #002

Total assets
$123M
Net assets
$117M
Active participants
737
With balances
979

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.