Bernstein

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

565

Total plan assets

$137.2M

Filings (rows)

Direct comp

$133K

Indirect comp

Showing only "BERNSTEIN"

View all 9 variants aggregated →

BERNSTEIN AUTONOMOUS LLP8 BERNSTEIN SHUR5 BERNSTEIN4 BERNSTEIN SANFORD & CO3 BERNSTEIN PRIVATE WEALTH MANAGEMENT3 BERNSTEIN SHUR SAWYER & NELSON P A2 BERNSTEIN GLOBAL WEALTH MANAGEMENT1

SERVICES PROVIDED

Other service providers4

CITs / DFEs sponsored by this firm

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Fund / entity	Plans holding
	3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Dewitt LLP Dewitt LLP Savings Plan & Trust · all filings	MADISON, WI	Other service providers	231	$115.2M	$22K	$0
Levenfeld Pearlstein, LLC Levenfeld Pearlstein, LLC Cash Balance Plan · all filings	CHICAGO, IL	Other service providers	111	$8.0M	$58K	$0
Levenfeld Pearlstein, LLC Levenfeld Pearlstein, LLC Cash Balance Plan · all filings	CHICAGO, IL	Other service providers	114	$7.4M	$28K	$0
Levenfeld Pearlstein, LLC Levenfeld Pearlstein, LLC Cash Balance Plan · all filings	CHICAGO, IL	Other service providers	109	$6.5M	$25K	$0