Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Alliance Bernstein
Alliance Bernstein
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $330,855
Assets of those plans
$320,022,280
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$330,855
37% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 12 |
| 28 | Investment management | 11 |
| 27 | Investment advisory (plan) | 8 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 37 | Participant loan processing | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Urology Centers of Alabama, P.C. 401(k) Profit Sharing Retirement Plan | Urology Centers of Alabama | $58,242,132 | 253 | $64,532 |
| D4C Dental Brands, Inc. 401(k) Plan | D4C Dental Brands | $45,453,546 | 2,881 | $78,530 |
| Bernstein Litowitz Berger & Grossmann LLP 401(k) Plan | Bernstein Litowitz Berger & Grossmann | $34,783,080 | 251 | $101,996 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| P5 Strategies, LLC 401(k) Profit Sharing Plan | P5 Strategies | $18,918,468 | 190 | $46,292 |
| Hias, Inc. 401(k) Plan | Hias | $15,370,578 | 362 | $13,745 |
| Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan | Bankwell Financial Group | $14,305,529 | 194 | $16,531 |
| Strata Products Worldwide 401(k) Retirement Plan | Strata Products Worldwide | $13,078,095 | 98 | $0 |
| Geo-hydro Engineers 401(k) Plan | Geo-hydro Engineers | $11,804,694 | 138 | $0 |
| Defense Contracting, Inc. Retirement Trust | Defense Contracting | $8,910,263 | 145 | $0 |
| Wolfe Companies 401(k) Savings Plan | Wolfe Plumbing | $8,019,531 | 131 | $0 |
| Matter Brothers Furniture 401(k) Plan | Stewart's Sleep Center | $4,768,769 | 157 | $0 |
| Tomorrow.io 401(k) Plan | ClimaCell | $4,723,608 | 142 | $0 |
| Sender, Inc. Retirement Plan | Sender | $4,569,706 | 131 | $0 |
| Infinity Technology Services, LLC 401(k) Plan | Infinity Technology Services | $4,457,877 | 149 | $0 |
| RFMBG Lincolnshire LLC 401k Plan | RFMBG Lincolnshire | $3,939,240 | 142 | $0 |
| The Aging True Senior Services Retirement Plan | Community Senior Services | $3,608,139 | 116 | $9,229 |
| Holtz Companies 401(k) Plan | Holtz Builders | $2,367,830 | 180 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.