THE SAM BERNSTEIN LAW FIRM PLLC 401(k) Plan
What public Form 5500 filings show about the THE SAM BERNSTEIN LAW FIRM PLLC 401(k) plan — and how to find and check your own account.
The THE SAM BERNSTEIN LAW FIRM PLLC 401(k) on its latest Form 5500
THE SAM BERNSTEIN LAW FIRM PLLC (EIN 27-1466737) reports THE SAM BERNSTEIN LAW FIRM PLL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $19.5M in plan assets across 148 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full THE SAM BERNSTEIN LAW FIRM PLLC filing — schedules, fees, and providers.
Who runs the THE SAM BERNSTEIN LAW FIRM PLLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE SAM BERNSTEIN LAW FIRM PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER.
How to check your THE SAM BERNSTEIN LAW FIRM PLLC 401(k)
- Log in to Paychex’s participant portal (the site on your statements).
- Ask THE SAM BERNSTEIN LAW FIRM PLLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).