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BERNARD WEALTH MANAGEMENT CORP

EIN 45-3641147-financial services-Latest filing 2024
Plans
1
Retirement
1
$643K assets
Welfare
0
Participants
7
360 N MAIN ST., SUITE 430 - ROYAL OAK, MI 48067248-556-2900bernard-wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$643K - 7 part

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Retirement#001

BWM 401(K) AND PROFIT SHARING PLAN

401k

Assets$643K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BWM 401(K) AND PROFIT SHARING PLAN401k$643K72024
Retirement plans
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