How big is Cartier, Bernstein, Auerbach & Steinberg, P.C.'s plan?

Cartier, Bernstein, Auerbach & Steinberg, P.C.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250611125433NAL0015953505001

Cartier, Bernstein, Auerbach & Steinberg, P.C.

Name: Cartier, Bernstein, Auerbach & Steinberg, P.C. — Form 5500 Plan 001 (2024)
Creator: Cartier, Bernstein, Auerbach & Steinberg, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cartier, Bernstein, Auerbach & Steinberg, P.C. 401(k) Plan

401(k) retirement plan · Cartier, Bernstein, Auerbach & Steinberg, P.C.'s Cartier, Bernstein, Auerbach & Steinberg, P.C. 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Cartier, Bernstein, Auerbach & Steinberg, P.C.'s EIN is 11-3096633.

EIN 11-3096633

Plan number 001

Plan year 2024

ACK ID 20250611125433NAL0015953505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cartier, Bernstein, Auerbach & Steinberg, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cartier, Bernstein, Auerbach & Steinberg, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTIER, BERNSTEIN, AUERBACH & STEINBERG, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CARTIER, BERNSTEIN, AUERBACH & STEINBERG, P.C.

EIN

all filings

Address

100 AUSTIN ST. SUITE 2 · PATCHOGUE, NY · 11772

Phone

(631) 654-4900

Industry

Professional & Technical Services

Plan administrator