Jessa Baker signed Levenfeld Pearlstein, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Levenfeld Pearlstein, LLC's EIN is 36-4271298.
Download the official 2024 Form 5500 (PDF) for Levenfeld Pearlstein, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Levenfeld Pearlstein, LLC's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERNSTEIN | 13-4064930 | — | NONE | $58K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein AB Global Bond Fund - Advisor Class | Other securities | — | $2.0M | $1.8M | 22.9% | |
| AllianceBernstein AB Global Low Volatility Portfolio | Other securities | — | $849K | $1.2M | 14.9% | |
| ALLIANCEBERNSTEIN CIT GBL LW VOL P BERNSTEIN · EIN 04-6948485 / PN 003 | Common Collective Trust | — | — | $1.2M | 14.9% | |
| AllianceBernstein AB Income Fund - Advisor Class | Other securities | — | $1.0M | $958K | 11.9% | |
| BlackRock iShares Core S&P Total U.S. Stock Market Exchange-Traded Fund | Other securities | — | $639K | $872K | 10.9% | |
| AllianceBernstein AB Conservative Buffer Exchange-Traded Fund | Other securities | — | $754K | $799K | 9.9% | |
| AllianceBernstein Sanford C. Bernstein Intermediate Duration Portfolio | Other securities | — | $811K | $798K | 9.9% | |
| AllianceBernstein AB Short Duration High Yield Exchange-Traded Fund | Other securities | — | $653K | $639K | 8.0% | |
| AllianceBernstein AB Global Core Equity Portfolio - Advisor Class | Other securities | — | $455K | $479K | 6.0% | |
| BlackRock iShares Core MSCI Total International Stock Exchange-Traded Fund | Other securities | — | $237K | $240K | 3.0% | |
| AllianceBernstein AB Emerging Markets Multi-Asset Portfolio - Advisor Class | Other securities | — | $150K | $160K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
