How big is BLUM & Bernstein, LLP's plan?

BLUM & Bernstein, LLP's plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260423111027NAL0007316112001

BLUM & Bernstein, LLP

Name: BLUM & Bernstein, LLP — BLUM & Bernstein, LLP Profit, Form 5500 (2025)
Creator: BLUM & Bernstein, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BLUM & Bernstein, LLP Profit Sharing Plan and Trust

Defined-contribution retirement plan · BLUM & Bernstein, LLP's BLUM & Bernstein, LLP Profit Sharing Plan and Trust held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Paul Bernstein signed BLUM & Bernstein, LLP's 2025 Form 5500 as plan administrator.

Paul Bernstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BLUM & Bernstein, LLP's EIN is 11-2652939.

EIN 11-2652939

Plan number 001

Plan year 2025

ACK ID 20260423111027NAL0007316112001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BLUM & Bernstein, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BLUM & Bernstein, LLP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUM & BERNSTEIN, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score