Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LEONARD BERNSTEIN OFFICE, INC.
EIN 13-3852400musicLatest filing 2024
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
22
121 WEST 27TH STREET, SUITE 1104 - NEW YORK, NY 10001212-315-0640leonardbernstein.comLinkedIn1-10 employeesmusic
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 22 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#001
THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLAN
TraditionalDB
Assets$6.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE LEONARD BERNSTEIN OFFICE, INC. 401(K) PLAN
401k
Assets$4.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLAN | TraditionalDB | $6.7M | 10 | 2024 | |
| 002 | THE LEONARD BERNSTEIN OFFICE, INC. 401(K) PLAN | 401k | $4.8M | 12 | 2024 |
Retirement plans