How big is Michael I Bernstein PA's plan?

Michael I Bernstein PA's plan reported $420K in assets and 5 participants for 2025.

Original filing (PDF)20260507125741NAL0003773728001

Michael I Bernstein PA

Name: Michael I Bernstein PA — Michael I Bernstein PA, Form 5500 (2025)
Creator: Michael I Bernstein PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael I Bernstein PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Michael I Bernstein PA's Michael I Bernstein PA 401(k) Profit Sharing Plan & Trust held $420K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

People on this filing

Edward Rojas signed Michael I Bernstein PA's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Michael I Bernstein PA's EIN is 72-1610491.

EIN 72-1610491

Plan number 003

Plan year 2025

ACK ID 20260507125741NAL0003773728001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael I Bernstein PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael I Bernstein PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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).

Plan sponsor

Name

MICHAEL I BERNSTEIN PA

EIN

all filings

Address

3050 BISCAYNE BLVD STE 403 · MIAMI, FL · 331374143

Phone

(305) 672-9544

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator