Richard Selby II signed Dworken and Bernstein Co., LPA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dworken and Bernstein Co., LPA's EIN is 34-1082604.
Download the official 2024 Form 5500 (PDF) for Dworken and Bernstein Co., LPA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dworken and Bernstein Co., LPA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE AND ANNUITY COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | $17.1M | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OMEGA PENSIONS INC | — | CLEVELAND, OH | CONTRACT ADMIN | $3K | — |
