The Bernard Group, Inc. 401(k) Plan: Login, Facts & Contact Information
The Bernard Group, Inc. 401(k) Login
81 former The Bernard Group, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Bernard Group, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 12, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $8.09 million went into the plan in contributions, $2.30 million of it from the employer (28%).
- $3.87 million was paid out to participants.
- Investment and other income added $6.58 million.
- Administrative expenses were $108,415, about $140 per account.
How the The Bernard Group, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 705 | $23.0 million | $1.29 million | $803,199 |
| 2020 | 731 | $29.7 million | $1.31 million | $1.98 million |
| 2021 | 1,037 | $38.0 million | $1.55 million | $2.95 million |
| 2022 | 834 | $35.5 million | $1.85 million | $2.54 million |
| 2023 | 930 | $47.5 million | $2.10 million | $2.93 million |
| 2024 | 986 | $58.2 million | $2.30 million | $3.87 million |
The Bernard Group, Inc. 401(k) Contact Information
Questions about the The Bernard Group, Inc. 401(k)
Does The Bernard Group, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $2.30 million in employer contributions for plan year 2024.
Does the The Bernard Group, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Bernard Group, Inc 401(k) plan?
986 participants at the start of plan year 2024, 940 of them active employees, and 81 former employees who still had money in the plan.
What is the average 401(k) balance at The Bernard Group, Inc?
About $75,432 per account: $58.2 million in plan assets across 772 accounts with a balance at the end of plan year 2024.
Who manages the The Bernard Group, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Bernard Group, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.