Andrew Germann signed Bernstein Litowitz Berger & Grossmann LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bernstein Litowitz Berger & Grossmann LLP's EIN is 13-3165559.
Download the official 2024 Form 5500 (PDF) for Bernstein Litowitz Berger & Grossmann LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bernstein Litowitz Berger & Grossmann LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | 93-1225432 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $102K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB MULTI MR RET TRT 2040 FUND GREAT GRAY · EIN 38-4116849 / PN 544 | Common Collective Trust | — | — | $5.5M | 15.8% | |
| AB MULTI MR RET TRT 2045 GREAT GRAY · EIN 38-4116850 / PN 545 | Common Collective Trust | — | — | $5.2M | 15.0% | |
| AB MULTI MR RET TRT 2035 GREAT GRAY · EIN 38-4116848 / PN 543 | Common Collective Trust | — | — | $4.7M | 13.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.9M | 11.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $2.8M | 7.9% | |
| AB MULTI MR RET TRT 2030 GREAT GRAY · EIN 38-4116847 / PN 542 | Common Collective Trust | — | — | $2.5M | 7.3% | |
| AB MULTI MR RET TRT 2050 FUND GREAT GRAY · EIN 38-4116851 / PN 546 | Common Collective Trust | — | — | $1.6M | 4.7% | |
| AB MULTI MR RET TRT 2055 FUND GREAT GRAY · EIN 38-4116852 / PN 547 | Common Collective Trust | — | — | $1.5M | 4.4% | |
| AB US LARGE CAP GROWTH GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 4.2% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $831K | 2.4% | |
| AB MULTI MGR RET TRUST GREAT GRAY · EIN 38-4116842 / PN 000 | Common Collective Trust | — | — | $813K | 2.3% | |
| AB MULTI MR RET TRT 2025 FUND GREAT GRAY · EIN 38-4116846 / PN 541 | Common Collective Trust | — | — | $737K | 2.1% | |
| AB MULTI MGR RET TRUST 2060 GREAT GRAY · EIN 38-4116853 / PN 548 | Common Collective Trust | — | — | $564K | 1.6% | |
| Alliance Bernstein Ab Multi-Mgr Ret Trust 2020 W-Series T | Other securities | — | — | $561K | 1.6% | |
| AB MULTI MR RET TRT 2020 GREAT GRAY · EIN 38-4116845 / PN 540 | Common Collective Trust | — | $483K | $561K | 1.6% | |
| Fully Benefit-Responsive Investment Contract * Empower Life & Annuity Insurance Company Guaranteed Interest Fund | Common Stocks | — | — | $457K | 1.3% | |
| Empower Guaranteed Interest Fund | Other securities | — | $435K | $449K | 1.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $344K | 1.0% | |
| JP Morgan JPMorgan Equity Income R6 | Other securities | — | — | $243K | 0.7% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $157K | 0.5% | |
| Collective Trust Funds * Alliance Bernstein Ab Glbl Cor Eq Cit W Series Fee Cl P1 | Common Collective Trusts | — | — | $143K | 0.4% | |
| AB GLOBAL CORE EQUITY CIT GREAT GRAY · EIN 38-4139849 / PN 627 | Common Collective Trust | — | — | $143K | 0.4% | |
| Participant Loans 4.75% - 10.00% | Bonds / Notes | — | — | $137K | 0.4% | |
| Notes Receivable from Participants * Notes receivable from participants (at 4.75% - 10% maturing 2024-2041) | Bonds / Notes | — | — | $137K | 0.4% | |
| PGIM TOTAL RETURN FUND GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $122K | 0.4% | |
| Great-West Life & Annuity Empower International Value Instl | Other securities | — | — | $91K | 0.3% | |
| AB US SMALL & MID CAP GROWTH GREAT GRAY · EIN 38-4116871 / PN 536 | Common Collective Trust | — | — | $86K | 0.2% | |
| s * American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $82K | 0.2% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $68K | 0.2% | |
| AB US SMALL & MID CAP VALUE GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $65K | 0.2% | |
| iShares Developed Real Estate Index K | Other securities | — | — | $64K | 0.2% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $33K | <0.1% | |
| Fidelity Us Bond Index | Mutual Funds | — | $13K | $13K | <0.1% | |
| Empower Forfeiture/Expense Account | Other securities | — | — | $8K | <0.1% | |
| AB MULTI MR RET TRT 2010 GREAT GRAY · EIN 38-4116843 / PN 538 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTD, INC | 11-3271022 | MELVILLE, NY | CONTRACT ADMIN | $4K | — |
