Original filing (PDF)20251006195430NAL0003930993001

LARRY BERNSTEIN HOLDINGS LLC

Name: LARRY BERNSTEIN HOLDINGS LLC — LARRY BERNSTEIN HOLDINGS LLC 401(K)/PROFIT SHARING, Form 5500 (2024)
Creator: LARRY BERNSTEIN HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

LARRY BERNSTEIN HOLDINGS LLC 401(K)/PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARRY BERNSTEIN HOLDINGS LLC.

Plan sponsor

Name

LARRY BERNSTEIN HOLDINGS LLC

EIN

81-3215727

Address

6558 LANDINGS CRT. · BOCA RATON, FL · 33496

Phone

(302) 377-8212

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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