Original filing (PDF)20250604141709NAL0007891107001

RICHARD BERNSTEIN ADVISORS LLC

Name: RICHARD BERNSTEIN ADVISORS LLC — RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RICHARD BERNSTEIN ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 RICHARD BERNSTEIN ADVISORS LLC.

Plan sponsor

Name

RICHARD BERNSTEIN ADVISORS LLC

EIN

27-0193433

Address

1251 AVENUE OF THE AMERICAS STE 410 · NEW YORK, NY · 100201118

Phone

(212) 692-4010

Industry

Finance & Insurancesee 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

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DELTA INVESTMENT SERVICES, INC.

DELTA INVESTMENTS PROFIT SHARING PLAN

$5.7M · 5 participants

ASL CAPITAL MARKETS, INC.

ASL CAPITAL MARKETS, INC. 401K PLAN

$5.7M · 41 participants

THE MCLEAN GROUP LLC

THE MCLEAN GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$5.7M · 22 participants

LONG POINT CAPITAL LLC,

LONG POINT CAPITAL LLC 401(K) RETIREMENT PLAN

$5.6M · 6 participants

HIGH DEFINITION VEHICLE INSURANCE, INC.

HIGH DEFINITION VEHICLE INSURANCE, INC. 401(K) PLAN