How big is Bernstein Management Associates, Inc.'s plan?

Bernstein Management Associates, Inc.'s plan reported $1.8M in assets and 176 participants for 2024.

Original filing (PDF)20250917105348NAL0000437891001

Bernstein Management Associates, Inc.

Name: Bernstein Management Associates, Inc. — Bernstein, Form 5500 (2024)
Creator: Bernstein Management Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernstein Management Associates 401(k) Savings and Profit Sharing Plan

401(k) retirement plan · Bernstein Management Associates, Inc.'s Bernstein Management Associates 401(k) Savings and Profit Sharing Plan held $1.8M in plan assets for 176 participants in 2024.

Signals · 1

No auditor on file

Active participants

176

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Bernstein Management Associates, Inc.'s EIN is 52-1736036.

EIN 52-1736036

Plan number 001

Plan year 2024

ACK ID 20250917105348NAL0000437891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bernstein Management Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bernstein Management Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNSTEIN MANAGEMENT ASSOCIATES, INC..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score