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RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameRICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RBA LLC has sponsored the creation of one or more 401k plans.

Company Name:RBA LLC
Employer identification number (EIN):270193433
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARBARA TARBEL2024-06-13
0012022-01-01BARBARA TARBEL2023-05-23
0012021-01-01BARBARA TARBEL2022-06-23
0012020-01-01RICHARD BERNSTEIN ADVISORS LLC2021-08-03
0012019-01-01BARBARA TARBEL2020-07-22
0012018-01-01BARBARA TARBEL2019-06-21
0012017-01-01BARBARA TARBEL2018-04-05
0012016-01-01BARBARA TARBEL2017-07-27
0012015-01-01BARBARA TARBEL2016-06-17
0012014-01-01BARBARA TARBEL2015-07-09
0012013-01-01BARBARA TARBEL2014-05-29
0012012-01-01RICHARD BERNSTEIN CAPITAL MANA2013-07-18

Financial Data on RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-040
Total liabilities as of the end of the plan year2025-06-040
Total liabilities as of the beginning of the plan year2025-06-040
Total expenses incurred by plan in this plan year2025-06-04379556
Net assets as of the end of the plan year2025-06-045680720
Total assets as of the beginning of the plan year2025-06-044520079
Value of plan covered by a fidelity bond2025-06-04452008
Participant contributions to plan in this plan year2025-06-04851858
Value of participant loans at end of plan year2025-06-0422590
Other expenses paid from plan in this plan year2025-06-040
Other contributions to plan in this plan year2025-06-040
Other income to plan in this plan year2025-06-04627173
Plan net income in this plan year2025-06-041160641
Net assets as of the end of the plan year2025-06-045680720
Net assets as of the beginning of the plan year2025-06-044520079
Employer contributions to plan in this plan year2025-06-0461166
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-04420
2024 : RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-13155375
Net assets as of the end of the plan year2024-06-134520079
Total assets as of the beginning of the plan year2024-06-133691345
Value of plan covered by a fidelity bond2024-06-13369135
Participant contributions to plan in this plan year2024-06-13406706
Value of participant loans at end of plan year2024-06-1332327
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-13520032
Plan net income in this plan year2024-06-13828734
Net assets as of the end of the plan year2024-06-134520079
Net assets as of the beginning of the plan year2024-06-133691345
Employer contributions to plan in this plan year2024-06-1357371
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-13345
2022 : RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-230
Total liabilities as of the end of the plan year2022-06-230
Total liabilities as of the beginning of the plan year2022-06-230
Total expenses incurred by plan in this plan year2022-06-23273362
Net assets as of the end of the plan year2022-06-233615786
Total assets as of the beginning of the plan year2022-06-232650371
Value of plan covered by a fidelity bond2022-06-23265037
Participant contributions to plan in this plan year2022-06-23757990
Other expenses paid from plan in this plan year2022-06-230
Other contributions to plan in this plan year2022-06-230
Other income to plan in this plan year2022-06-23480787
Plan net income in this plan year2022-06-23965415
Net assets as of the end of the plan year2022-06-233615786
Net assets as of the beginning of the plan year2022-06-232650371
Employer contributions to plan in this plan year2022-06-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-23195

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