# Bernstein Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/bernstein-management-corporation-401k-plan

> Bernstein Management Corporation's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bernstein Management Corporation

- **Sponsor EIN:** 521851812

- **Sponsor Address:** 5301 WISCONSIN AVE NW SUITE 500, WASHINGTON, DC, 20015

- **Plan Type:** 401(k)

- **Total Participants:** 229

- **Total Assets:** $37.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|229|$37.9M|$1.0M|$1.7M|

| 2023|205|$33.7M|$945,550|$1.7M|

| 2022|195|$28.6M|$880,251|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$22,792|—|$22,792|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,792

- **Estimated Expense Ratio:** 0.060% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,792|—|—|—|—|

| 2023|$6,200|—|—|—|—|

| 2022|$5,415|—|—|—|$5,415|

## Similar Plans

- [Rise Companies Corp.](https://planprovider.pro/companies/rise-companies-corp-401k-plan) — 233 participants

- [Urban Land Institute](https://planprovider.pro/companies/urban-land-institute-403b-plan) — 238 participants

- [Capital Guidance America, INC.](https://planprovider.pro/companies/capital-guidance-america-inc-401k-plan) — 175 participants

- [Rga, INC.](https://planprovider.pro/companies/rga-inc-401k-plan-002) — 159 participants

- [Midatlantic Realty Partners, LLC](https://planprovider.pro/companies/midatlantic-realty-partners-llc-401k-plan) — 134 participants

- [The Oliver Carr Company](https://planprovider.pro/companies/the-oliver-carr-company-401k-plan) — 120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bernstein-management-corporation-401k-plan)

© 2026 PlanProvider.Pro