How big is Alderman Bernstein LLC's plan?

Alderman Bernstein LLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250929114124NAL0010832273001

Alderman Bernstein LLC

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

Form 5500-SF

FILING_RECEIVED

Alderman Bernstein LLC 401(k) Plan

401(k) retirement plan · Alderman Bernstein LLC's Alderman Bernstein LLC 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Carrie Bernstein signed Alderman Bernstein LLC's 2024 Form 5500 as plan administrator.

Carrie 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

Alderman Bernstein LLC's EIN is 26-4416105.

EIN 26-4416105

Plan number 001

Plan year 2024

ACK ID 20250929114124NAL0010832273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alderman Bernstein LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alderman Bernstein LLC's 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 ALDERMAN BERNSTEIN LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ALDERMAN BERNSTEIN LLC

EIN

all filings

Address

101 UNIVERSITY BLVD., SUITE 350 · DENVER, CO · 80206

Phone

(720) 460-4200

Industry

Law Offices· Professional & Technical Services

Plan administrator