How big is Larry Bernstein Holdings LLC's plan?

Larry Bernstein Holdings LLC's plan reported $2.9M in assets and 3 participants for 2024.

Original filing (PDF)20251006195532NAL0004140401001

Larry Bernstein Holdings LLC

Name: Larry Bernstein Holdings LLC — Larry Bernstein, Form 5500 (2024)
Creator: Larry Bernstein Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larry Bernstein Holdings LLC Cash Balance Plan

Defined-benefit pension plan · Larry Bernstein Holdings LLC's Larry Bernstein Holdings LLC Cash Balance Plan held $2.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Shelby Pierce signed Larry Bernstein Holdings LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Larry Bernstein Holdings LLC's EIN is 81-3215727.

EIN 81-3215727

Plan number 002

Plan year 2024

ACK ID 20251006195532NAL0004140401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Larry Bernstein Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Larry Bernstein Holdings LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score