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  2. MICHAEL I BERNSTEIN PA
Sponsor portfolio

MICHAEL I BERNSTEIN PA

EIN 72-1610491-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
3050 BISCAYNE BLVD STE 403 - MIAMI, FL 331374143305-672-9544
Plans on this EIN
2 filings
#002CashBalance-$824K - 7 part#003401k-$420K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • PLAN & TRUST (#003)34%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)9
  • CASH BALANCE PLAN (#002)7
Total 16Click 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#002

THE BERNSTEIN LAW FIRM CASH BALANCE PLAN

CashBalance

Assets$824K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MICHAEL I BERNSTEIN PA 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$420K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE BERNSTEIN LAW FIRM CASH BALANCE PLANCashBalance$824K72024
003MICHAEL I BERNSTEIN PA 401(K) PROFIT SHARING PLAN & TRUST401k$420K92025
Retirement plans
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