Original filing (PDF)20250924131103NAL0017141826001

DWORKEN AND BERNSTEIN CO., LPA

Name: DWORKEN AND BERNSTEIN CO., LPA — DWORKEN AND BERNSTEIN CO., LPA 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DWORKEN AND BERNSTEIN CO., LPA

Form 5500

FILING_RECEIVED

DWORKEN AND BERNSTEIN CO., LPA 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 DWORKEN AND BERNSTEIN CO., LPA.

Plan sponsor

Name

DWORKEN AND BERNSTEIN CO., LPA

EIN

34-1082604

Address

60 S PARK PLACE · PAINESVILLE, OH · 44077

Phone

(440) 352-3391

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT-WEST LIFE AND ANNUITY COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC	—	ALISO VIEJO, CA	INVESTMENT ADVISOR	$27K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $17.1M

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001	Pooled Separate Account	$17.1M	100.0%

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