How big is Richard S. Bernstein & Associates, Inc.'s plan?

Richard S. Bernstein & Associates, Inc.'s plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20251015175056NAL0010599938001

Richard S. Bernstein & Associates, Inc.

Name: Richard S. Bernstein & Associates, Inc. — Form 5500 Plan 002 (2024)
Creator: Richard S. Bernstein & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard S. Bernstein & Associates, Inc. 401(k) Plan

401(k) retirement plan · Richard S. Bernstein & Associates, Inc.'s Richard S. Bernstein & Associates, Inc. 401(k) Plan held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Richard S. Bernstein & Associates, Inc.'s EIN is 59-1759982.

EIN 59-1759982

Plan number 002

Plan year 2024

ACK ID 20251015175056NAL0010599938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Richard S. Bernstein & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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