How big is Bernstein and Perkins LLC's plan?

Bernstein and Perkins LLC's plan reported $2.5M in assets and 9 participants for 2025.

Original filing (PDF)20260430220617NAL0000224819082

Bernstein and Perkins LLC

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

Form 5500-SF

FILING_RECEIVED

Bernstein and Perkins 401(k) Plan

401(k) retirement plan · Bernstein and Perkins LLC's Bernstein and Perkins 401(k) Plan held $2.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Bernstein and Perkins LLC's EIN is 45-4741098.

EIN 45-4741098

Plan number 001

Plan year 2025

ACK ID 20260430220617NAL0000224819082

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bernstein and Perkins 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 BERNSTEIN AND PERKINS 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