Plan Ledger DOL Form 5500 · updated monthly

Bernstein Management Corporation401(k)

BERNSTEIN MANAGEMENT CORPORATION EMPLOYEE 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Bernstein Management Corporation reported $22,792 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,556 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.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 217th-largest of 618 plans among District of Columbia employers on file, and the 369th of 2,096 in real estate & leasing. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has grown from 195 to 229 since 2022.

Plan summary
Net assets, end of year$37,885,460
Participants with balances329
Active participants229
Employer contributions$1,043,257
Employee contributions$1,734,560
Employer contribution per active participant$4,556
Average account balance$115,153
Benefits paid to participants$3,304,174
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.9M · 329 accts · $1.0M emplr
2023$33.7M · 85 accts · $946K emplr
2022$28.6M · 269 accts · $880K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,792
Total administrative$22,792
The Bernstein Management Corporation 401(k) match · 2024
Employer contribution per active participant$4,556
Median for plans this size$2,416
2024$4,556 per active participant
2023$4,612 per active participant
2022$4,514 per active participant

Bernstein Management Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Loan processing · Participant communication$22,792
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,792 · 0.06%
2023$6,200 · 0.02%
2022$5,415 · 0.02%
Same employer
Similar plansReal Estate & Leasing · District of Columbia
Madison Realty Corporation DC$50.8M · 0.08%
Urban Land Institute DC$36.5M · 0.23%
William C. Smith & Co. DC$35.4M · 0.51%
The John Akridge Company DC$35.1M · 0.46%
Rga, Inc. DC$29.1M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521851812 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.