PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BERNSTEIN LAW FIRM LLC
Sponsor portfolio

BERNSTEIN LAW FIRM LLC

EIN 27-1383087-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
9
350 N. CLARK STREET, SUITE 400 - CHICAGO, IL 60654312-645-6091bernsteinlawchicago.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.8M - 8 part#002CashBalance-$1.0M - 1 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • FIRM LLC 401(K) (#001)64%
  • CASH BALANCE PENSION (#002)36%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM LLC 401(K) (#001)8
  • CASH BALANCE PENSION (#002)1
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERNSTEIN LAW FIRM LLC 401(K) PLAN

401k

Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BERNSTEIN LAW FIRM LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.0M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERNSTEIN LAW FIRM LLC 401(K) PLAN401k$1.8M82024
002BERNSTEIN LAW FIRM LLC CASH BALANCE PENSION PLANCashBalance$1.0M12025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica