Dworken And Bernstein Co., Lpa 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dworken And Bernstein Co., Lpa
  • Sponsor EIN: 341082604
  • Sponsor Address: 60 S PARK PLACE, PAINESVILLE, OH, 44077
  • Plan Type: 401(k)
  • Total Participants: 49
  • Total Assets: $21.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202449$21.2M$329,175$486,578
202349$18.7M$333,057$522,186
202251$21.9M$345,171$516,806

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