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 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.
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.
