Dworken and Bernstein Co., Lpa 401(k) match, vesting and fees
What Dworken and Bernstein Co., Lpa's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Great-West Life and Annuity Company | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 146,150 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Dworken and Bernstein Co., Lpa: employer contribution per participant | $4,091 | |
| Peer median | $2,267 |
| Dworken and Bernstein Co., Lpa: average balance | $287,464 | |
| Peer median | $64,582 |
| Dworken and Bernstein Co., Lpa: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.5M at the end of plan year 2021 to $22.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 78 | $22.1M | $315K | $4,091 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 86 | $21.2M | $329K | $4,064 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 94 | $18.7M | $333K | $3,543 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 88 | $21.9M | $345K | $4,159 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 85 | $27.5M | $402K | $4,788 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Dworken and Bernstein Co., Lpa match 401(k) contributions?
The match terms for the Dworken and Bernstein Co., Lpa 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $315K in employer contributions, about $4,091 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dworken and Bernstein Co., Lpa 401(k) match vested?
The vesting schedule for the Dworken and Bernstein Co., Lpa 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dworken and Bernstein Co., Lpa 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Great-West Life and Annuity Company. The plan administrator is Dworken and Bernstein Co., Lpa.
I left Dworken and Bernstein Co., Lpa. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dworken and Bernstein Co., Lpa, (440) 352-3391) or the recordkeeper, Great-West Life and Annuity Company. The Dworken and Bernstein Co., Lpa old 401(k) page lists the contacts from every plan filing. Find an old Dworken and Bernstein Co., Lpa 401(k)
Data from the public Form 5500 annual reports Dworken and Bernstein Co., Lpa filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Dworken and Bernstein Co., Lpa. Not financial advice. Report a correction · Methodology