Original filing (PDF)20250428143444NAL0028471346001

MICHAEL I BERNSTEIN PA

Name: MICHAEL I BERNSTEIN PA — MICHAEL I BERNSTEIN PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MICHAEL I BERNSTEIN PA

Form 5500-SF

FILING_RECEIVED

MICHAEL I BERNSTEIN PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$307K

Net assets (EOY)

$307K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MICHAEL I BERNSTEIN PA

EIN

72-1610491all filings

Address

3050 BISCAYNE BLVD STE 403 · MIAMI, FL · 331374143

Phone

(305) 672-9544

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