Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCCLELLAN BERNSTIEL LLP
EIN 84-4104978Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$352K assets
Welfare
0
Participants
6
103 CARNEGIE CENTER, STE 300 - PRINCETON, NJ 08540610-810-8489
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $352K assets / 6 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
MCCLELLAN BERNSTIEL LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$284K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MCCLELLAN BERNSTIEL LLP 401(K) PROFIT SHARING PLAN
401k
Assets$68K
Participants3
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 | MCCLELLAN BERNSTIEL LLP CASH BALANCE PENSION PLAN | CashBalance | $284K | 3 | 2024 | |
| 001 | MCCLELLAN BERNSTIEL LLP 401(K) PROFIT SHARING PLAN | 401k | $68K | 3 | 2024 |
Retirement plans