How big is The Bernstein Firm LLC's plan?

The Bernstein Firm LLC's plan reported $342K in assets and 21 participants for 2025.

Original filing (PDF)20260515220606NAL0008037715031

The Bernstein Firm LLC

Name: The Bernstein Firm LLC — The Bernstein Firm LLC, Form 5500 (2025)
Creator: The Bernstein Firm LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bernstein Firm LLC 401(k) Plan

401(k) retirement plan · The Bernstein Firm LLC's The Bernstein Firm LLC 401(k) Plan held $342K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

Plan identifiers

The Bernstein Firm LLC's EIN is 27-0230575.

EIN 27-0230575

Plan number 001

Plan year 2025

ACK ID 20260515220606NAL0008037715031

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Bernstein Firm LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Bernstein Firm LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERNSTEIN FIRM 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

THE BERNSTEIN FIRM LLC

EIN

all filings

Address

255 PRIMERA BLVD · STE 160 · LAKE MARY, FL · 32746

Phone

(877) 307-6777

Industry

Law Offices· Professional & Technical Services

Plan administrator