Bernstein Management Corporation Employee 401(k) Plan
Sponsored by Bernstein Management Corporation · EIN 521851812 · Plan #001
- Total assets
- $37.9M
- Net assets
- $37.9M
- Active participants
- 229
- With balances
- 329
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Participant loan processing, Participant communication, Direct payment from the plan | $22,792 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |