How big is Richard Bernstein Advisors LLC's plan?

Richard Bernstein Advisors LLC's plan reported $5.7M in assets and 32 participants for 2024.

Original filing (PDF)20250604141709NAL0007891107001

Richard Bernstein Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Richard Bernstein Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Richard Bernstein Advisors LLC's Richard Bernstein Advisors LLC 401(k) Profit Sharing Plan & Trust held $5.7M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Barbara Tarbel signed Richard Bernstein Advisors LLC's 2024 Form 5500 as plan administrator.

Barbara Tarbel — 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

Richard Bernstein Advisors LLC's EIN is 27-0193433.

EIN 27-0193433

Plan number 001

Plan year 2024

ACK ID 20250604141709NAL0007891107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Richard Bernstein Advisors 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 RICHARD BERNSTEIN ADVISORS 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

Knocking points off