Civic Intelligence

Richard Bernstein Advisors LLC

Plan context: Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust

EIN 27-0193433 • New York, NY • 13 filings • 4 plans

1251 Avenue Of The Americas Ste 410New York, NY 10020-1118
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$5,680,720

2024 Contributions

$913,024

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,680,720$2,840,360$0201220182024YearValue
$5,680,720Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

35180201220182024YearValue
29Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024129$5,680,720$913,024$31,484iApproximate average salary by contribution assumption: employee only about $787,090 at 4% or $524,726 at 6%; with 50% employer match about $524,726 at 4% or $349,818 at 6%; with 100% employer match about $393,545 at 4% or $262,363 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-29$5,680,720$913,024$31,484iApproximate average salary by contribution assumption: employee only about $787,090 at 4% or $524,726 at 6%; with 50% employer match about $524,726 at 4% or $349,818 at 6%; with 100% employer match about $393,545 at 4% or $262,363 at 6%.
2023132$4,520,079$464,077$14,502iApproximate average salary by contribution assumption: employee only about $362,560 at 4% or $241,707 at 6%; with 50% employer match about $241,707 at 4% or $161,138 at 6%; with 100% employer match about $181,280 at 4% or $120,853 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-32$4,520,079$464,077$14,502iApproximate average salary by contribution assumption: employee only about $362,560 at 4% or $241,707 at 6%; with 50% employer match about $241,707 at 4% or $161,138 at 6%; with 100% employer match about $181,280 at 4% or $120,853 at 6%.
2022135$3,691,345$653,706$18,677iApproximate average salary by contribution assumption: employee only about $466,933 at 4% or $311,289 at 6%; with 50% employer match about $311,289 at 4% or $207,526 at 6%; with 100% employer match about $233,466 at 4% or $155,644 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-35$3,691,345$653,706$18,677iApproximate average salary by contribution assumption: employee only about $466,933 at 4% or $311,289 at 6%; with 50% employer match about $311,289 at 4% or $207,526 at 6%; with 100% employer match about $233,466 at 4% or $155,644 at 6%.
2021132$3,615,786$757,990$23,687iApproximate average salary by contribution assumption: employee only about $592,180 at 4% or $394,786 at 6%; with 50% employer match about $394,786 at 4% or $263,191 at 6%; with 100% employer match about $296,090 at 4% or $197,393 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-32$3,615,786$757,990$23,687iApproximate average salary by contribution assumption: employee only about $592,180 at 4% or $394,786 at 6%; with 50% employer match about $394,786 at 4% or $263,191 at 6%; with 100% employer match about $296,090 at 4% or $197,393 at 6%.
2020126$2,650,371$342,035$13,155iApproximate average salary by contribution assumption: employee only about $328,880 at 4% or $219,253 at 6%; with 50% employer match about $219,253 at 4% or $146,169 at 6%; with 100% employer match about $164,440 at 4% or $109,627 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-26$2,650,371$342,035$13,155iApproximate average salary by contribution assumption: employee only about $328,880 at 4% or $219,253 at 6%; with 50% employer match about $219,253 at 4% or $146,169 at 6%; with 100% employer match about $164,440 at 4% or $109,627 at 6%.
2019126$2,019,318$420,281$16,165iApproximate average salary by contribution assumption: employee only about $404,116 at 4% or $269,411 at 6%; with 50% employer match about $269,411 at 4% or $179,607 at 6%; with 100% employer match about $202,058 at 4% or $134,705 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-26$2,019,318$420,281$16,165iApproximate average salary by contribution assumption: employee only about $404,116 at 4% or $269,411 at 6%; with 50% employer match about $269,411 at 4% or $179,607 at 6%; with 100% employer match about $202,058 at 4% or $134,705 at 6%.
2018123$1,264,418$345,439$15,019iApproximate average salary by contribution assumption: employee only about $375,477 at 4% or $250,318 at 6%; with 50% employer match about $250,318 at 4% or $166,879 at 6%; with 100% employer match about $187,739 at 4% or $125,159 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-23$1,264,418$345,439$15,019iApproximate average salary by contribution assumption: employee only about $375,477 at 4% or $250,318 at 6%; with 50% employer match about $250,318 at 4% or $166,879 at 6%; with 100% employer match about $187,739 at 4% or $125,159 at 6%.
2017117$1,096,269$255,611$15,036iApproximate average salary by contribution assumption: employee only about $375,899 at 4% or $250,599 at 6%; with 50% employer match about $250,599 at 4% or $167,066 at 6%; with 100% employer match about $187,949 at 4% or $125,300 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-17$1,096,269$255,611$15,036iApproximate average salary by contribution assumption: employee only about $375,899 at 4% or $250,599 at 6%; with 50% employer match about $250,599 at 4% or $167,066 at 6%; with 100% employer match about $187,949 at 4% or $125,300 at 6%.
2016111$704,946$175,150$15,923iApproximate average salary by contribution assumption: employee only about $398,068 at 4% or $265,379 at 6%; with 50% employer match about $265,379 at 4% or $176,919 at 6%; with 100% employer match about $199,034 at 4% or $132,689 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-11$704,946$175,150$15,923iApproximate average salary by contribution assumption: employee only about $398,068 at 4% or $265,379 at 6%; with 50% employer match about $265,379 at 4% or $176,919 at 6%; with 100% employer match about $199,034 at 4% or $132,689 at 6%.
2015112$511,390$201,598$16,800iApproximate average salary by contribution assumption: employee only about $419,996 at 4% or $279,997 at 6%; with 50% employer match about $279,997 at 4% or $186,665 at 6%; with 100% employer match about $209,998 at 4% or $139,999 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-12$511,390$201,598$16,800iApproximate average salary by contribution assumption: employee only about $419,996 at 4% or $279,997 at 6%; with 50% employer match about $279,997 at 4% or $186,665 at 6%; with 100% employer match about $209,998 at 4% or $139,999 at 6%.
2014111$315,301$170,246$15,477iApproximate average salary by contribution assumption: employee only about $386,923 at 4% or $257,948 at 6%; with 50% employer match about $257,948 at 4% or $171,966 at 6%; with 100% employer match about $193,461 at 4% or $128,974 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-11$315,301$170,246$15,477iApproximate average salary by contribution assumption: employee only about $386,923 at 4% or $257,948 at 6%; with 50% employer match about $257,948 at 4% or $171,966 at 6%; with 100% employer match about $193,461 at 4% or $128,974 at 6%.
201314$142,617$43,917$10,979iApproximate average salary by contribution assumption: employee only about $274,481 at 4% or $182,988 at 6%; with 50% employer match about $182,988 at 4% or $121,992 at 6%; with 100% employer match about $137,241 at 4% or $91,494 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-4$142,617$43,917$10,979iApproximate average salary by contribution assumption: employee only about $274,481 at 4% or $182,988 at 6%; with 50% employer match about $182,988 at 4% or $121,992 at 6%; with 100% employer match about $137,241 at 4% or $91,494 at 6%.
201213$81,555$35,156$11,719iApproximate average salary by contribution assumption: employee only about $292,967 at 4% or $195,311 at 6%; with 50% employer match about $195,311 at 4% or $130,207 at 6%; with 100% employer match about $146,483 at 4% or $97,656 at 6%.
Richard Bernstein Advisors LLC 401(K) Profit Sharing Plan & Trust-3$81,555$35,156$11,719iApproximate average salary by contribution assumption: employee only about $292,967 at 4% or $195,311 at 6%; with 50% employer match about $195,311 at 4% or $130,207 at 6%; with 100% employer match about $146,483 at 4% or $97,656 at 6%.