How big is Edward M. Bernstein & Associates' plan?

Edward M. Bernstein & Associates' plan reported $6.8M in assets and 23 participants for 2024.

Original filing (PDF)20250811164025NAL0021248754001

Edward M. Bernstein & Associates

Name: Edward M. Bernstein & Associates — Edward M., Form 5500 (2024)
Creator: Edward M. Bernstein & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward M. Bernstein & Associates 401(k) Plan

401(k) retirement plan · Edward M. Bernstein & Associates' Edward M. Bernstein & Associates 401(k) Plan held $6.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Tamika Jackson signed Edward M. Bernstein & Associates' 2024 Form 5500 as plan administrator.

Tamika Jackson — Plan Administrator — Form 5500 signer
Ashley Chisholm — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Edward M. Bernstein & Associates' EIN is 88-0356110.

EIN 88-0356110

Plan number 002

Plan year 2024

ACK ID 20250811164025NAL0021248754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edward M. Bernstein & Associates' 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 EDWARD M. BERNSTEIN & ASSOCIATES.

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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