How big is L. Bernstein Company, Inc.'s plan?

L. Bernstein Company, Inc.'s plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20250908144629NAL0032621264001

L. Bernstein Company, Inc.

Name: L. Bernstein Company, Inc. — LB Professional, Form 5500 (2024)
Creator: L. Bernstein Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LB Professional Management Corp. Profit Sharing Plan

401(k) retirement plan · L. Bernstein Company, Inc.'s LB Professional Management Corp. Profit Sharing Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

L. Bernstein Company, Inc.'s EIN is 20-2462681.

EIN 20-2462681

Plan number 001

Plan year 2024

ACK ID 20250908144629NAL0032621264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for L. Bernstein Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

L. Bernstein Company, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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