How big is Bernstein-Burkley, P.C.'s plan?

Bernstein-Burkley, P.C.'s plan reported $5.8M in assets and 45 participants for 2024.

Original filing (PDF)20250930090724NAL0014623584001

Bernstein-Burkley, P.C.

Name: Bernstein-Burkley, P.C. — Bernstein-Burkley, P.C., Form 5500 (2024)
Creator: Bernstein-Burkley, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernstein-Burkley, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Bernstein-Burkley, P.C.'s Bernstein-Burkley, P.C. 401(k) Profit Sharing Plan held $5.8M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

KERI Ebeck signed Bernstein-Burkley, P.C.'s 2024 Form 5500 as plan administrator.

KERI Ebeck — 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

Bernstein-Burkley, P.C.'s EIN is 25-1441443.

EIN 25-1441443

Plan number 002

Plan year 2024

ACK ID 20250930090724NAL0014623584001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernstein-Burkley, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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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