BERNSTEIN
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3040 of mapped providers
Assets under administration$232M0.0%Market share · rank #6085
Fees received$185,117Median $57,587/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BERNSTEIN plan look like?
Service mix · median fees per plan
Count of plans where BERNSTEIN ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $10,076 | |
Investment advisory (plan); Consulting feesCode 27 | 1 | $117,454 | |
Investment managementCode 28 | 1 | $57,587 |
Competitor overlap
Percent of BERNSTEIN's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BERNSTEIN.
| Sponsor | From | Assets |
|---|---|---|
MEDICAL IMAGING OF LEHIGH VALLEY, P.C.PA · 232032300-003 | (new plan) | $72M |
Plans lost in 2024
Appeared last year under BERNSTEIN; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NELSON MULLINS RILEY & SCARBOROUGH LLPSC · 570215445-004 | $152M | 260 | $117,454 | 7y | - |
MEDICAL IMAGING OF LEHIGH VALLEY, P.C.PA · 232032300-003 | $72M | 150 | $10,076 | 1y | 1 |
LEVENFELD PEARLSTEIN, LLCIL · 364271298-003 | $8M | 128 | $57,587 | 3y | - |
Flag exposure
33.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into BERNSTEIN.
- BERNSTEIN
- BERNSTEIN AUTONOMOUS LLP
- BERNSTEIN GLOBAL
- BERNSTEIN GLOBAL WEALTH MANAGEMENT
- BERNSTEIN PRIVATE WEALTH MANAGEMENT
- BERNSTEIN, LEE
- BERNSTEIN, THOMAS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BERNSTEIN's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BERNSTEIN. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent