Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
BLUM & BERNSTEIN, LLP
EIN 11-2652939accountingLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$5.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUM & BERNSTEIN, LLP CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $5.1M | 4 | 2024 | |
| 001 | BLUM & BERNSTEIN, LLP PROFIT SHARING PLAN AND TRUST | ProfitSharing | $1.1M | 4 | 2025 |
Retirement plans