Plan Ledger DOL Form 5500 · updated monthly

Bernstein Management Associates, Inc.401(k)

BERNSTEIN MANAGEMENT ASSOCIATES 401(K) SAVINGS AND PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2022

Reported admin expense ratio · 2022
1.26%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bernstein Management Associates, Inc. reported $11,135 in plan administrative expenses for 2022: 1.26% of average plan assets, above the peer median. Employer contributions averaged $18 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in District of Columbia (603rd of 618), and 1,842nd of 2,240 in accommodation & food services. In 2022, employees put in $28.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$690,105
Participants with balances50
Active participants142
Employer contributions$2,598
Employee contributions$73,623
Employer contribution per active participant$18
Average account balance$13,802
Benefits paid to participants$355,788
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,135
Total administrative$11,135
The Bernstein Management Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$18
Median for plans this size$331

Bernstein Management Associates, Inc.'s 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,135 · 1.26%
Same employer
Similar plansAccommodation & Food Services · District of Columbia
Riggs Dc, LLC DC$1.9M · 0.70%
14 & V Inc DC$1.2M · 0.54%
Cafritz Interests LLC DC$1.1M · 0.55%
The Watergate Hotel DC$935K · 0.94%
Wenspok Resources LLC WA$695K · 2.05%
Ivy Hospitality LLC IN$695K · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521736036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.