How big is Bernstein Strategy Group LLC's plan?

Bernstein Strategy Group LLC's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20250630083506NAL0028374850001

Bernstein Strategy Group LLC

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

Form 5500-SF

FILING_RECEIVED

Bernstein Strategy Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bernstein Strategy Group LLC's Bernstein Strategy Group LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

JON Bernstein signed Bernstein Strategy Group LLC's 2024 Form 5500 as plan administrator.

JON 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

Bernstein Strategy Group LLC's EIN is 30-0336763.

EIN 30-0336763

Plan number 001

Plan year 2024

ACK ID 20250630083506NAL0028374850001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernstein Strategy Group 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 BERNSTEIN STRATEGY GROUP 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 (99th percentile).

Plan sponsor

Name

BERNSTEIN STRATEGY GROUP LLC

EIN

all filings

Address

7008 ELIZABETH DR · MCLEAN, VA · 221012623

Phone

(202) 263-2572

Industry

Law Offices· Professional & Technical Services

Plan administrator