Original filing (PDF)20250908144629NAL0032621264001

L. BERNSTEIN COMPANY, INC.

Name: L. BERNSTEIN COMPANY, INC. — LB PROFESSIONAL MANAGEMENT CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: L. BERNSTEIN COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

LB PROFESSIONAL MANAGEMENT CORP. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L. BERNSTEIN COMPANY, INC..

Plan sponsor

Name

L. BERNSTEIN COMPANY, INC.

EIN

20-2462681

Address

P.O. BOX 496 · MIDWOOD STATION · BROOKLYN, NY · 11230

Phone

(718) 252-7150

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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