How big is Leo D Bernstein and Sons' plan?

Leo D Bernstein and Sons' plan reported $7.9M in assets and 58 participants for 2024.

Original filing (PDF)20250716095433NAL0004655664001

Leo D Bernstein and Sons

Name: Leo D Bernstein and Sons — Leo D Bernstein and Sons, Form 5500 (2024)
Creator: Leo D Bernstein and Sons
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leo D Bernstein and Sons 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Leo D Bernstein and Sons' Leo D Bernstein and Sons 401(k) Profit Sharing Plan & Trust held $7.9M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Mitchell Bernstein signed Leo D Bernstein and Sons' 2024 Form 5500 as plan administrator.

Mitchell 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

Leo D Bernstein and Sons' EIN is 13-2515236.

EIN 13-2515236

Plan number 001

Plan year 2024

ACK ID 20250716095433NAL0004655664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leo D Bernstein and Sons from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leo D Bernstein and Sons' plan includes profit-sharing, ERISA 404(c) participant direction, 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 LEO D BERNSTEIN AND SONS.

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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