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  5. RICHARD BERNSTEIN ADVISORS LLC

RICHARD BERNSTEIN ADVISORS LLC

Company Details

Name: RICHARD BERNSTEIN ADVISORS LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Jun 2010 (15 years ago)
Entity Number: 3966939
ZIP code: 10036
County: New York
Place of Formation: Delaware
Address: 120 WEST 45TH STREET, 3601, NEW YORK, NY, United States, 10036

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 270193433 2024-06-13 RICHARD BERNSTEIN ADVISORS LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924010
Plan sponsor’s address 1251 AVENUE OF THE AMERICAS, STE 4102, NEW YORK, NY, 10020

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 270193433 2023-05-23 RICHARD BERNSTEIN ADVISORS LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924010
Plan sponsor’s address 1251 AVENUE OF THE AMERICAS, STE 4102, NEW YORK, NY, 10020

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 270193433 2022-06-23 RICHARD BERNSTEIN ADVISORS LLC 41
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924010
Plan sponsor’s address 1251 AVENUE OF THE AMERICAS, STE 4102, NEW YORK, NY, 10020

Signature of
Role Plan administrator
Date 2022-06-23
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 270193433 2021-08-03 RICHARD BERNSTEIN ADVISORS LLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924010
Plan sponsor’s address 1251 AVENUE OF THE AMERICAS, SUITE 4102, NEW YORK, NY, 10020

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing RICHARD BERNSTEIN ADVISORS LLC
RICHARD BERNSTEIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 270193433 2020-07-22 RICHARD BERNSTEIN ADVISORS LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924010
Plan sponsor’s address 120 WEST 45TH STREET 36TH FLOOR, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 270193433 2019-06-21 RICHARD BERNSTEIN ADVISORS LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924021
Plan sponsor’s address 120 WEST 45TH STREET 19TH FLOOR, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2019-06-21
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 270193433 2018-04-05 RICHARD BERNSTEIN ADVISORS LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924021
Plan sponsor’s address 120 WEST 45TH STREET 19TH FLOO, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2018-04-05
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 270193433 2017-07-27 RICHARD BERNSTEIN ADVISORS LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924021
Plan sponsor’s address 120 WEST 45TH STREET 19TH FLOO, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2014 270193433 2015-07-09 RICHARD BERNSTEIN ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924021
Plan sponsor’s address 120 WEST 45TH STREET 19TH FLOO, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2015-07-09
Name of individual signing BARBARA TARBEL
RICHARD BERNSTEIN ADVISORS 401 K PROFIT SHARING PLAN TRUST 2013 270193433 2014-05-29 RICHARD BERNSTEIN ADVISORS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2126924010
Plan sponsor’s address 120 WEST 45TH STREET 19TH FLOO, NEW YORK, NY, 10036

Signature of
Role Plan administrator
Date 2014-05-29
Name of individual signing BARBARA TARBEL

DOS Process Agent

Name Role Address
RICHARD BERNSTEIN ADVISORS LLC DOS Process Agent 120 WEST 45TH STREET, 3601, NEW YORK, NY, United States, 10036

History

Start date End date Type Value
2012-07-19 2020-01-27 Address 520 MADISON AVE / 28TH FL, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2010-06-28 2012-07-19 Address 520 MADISON AVE 28TH FL, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200127060385 2020-01-27 BIENNIAL STATEMENT 2018-06-01
120719002199 2012-07-19 BIENNIAL STATEMENT 2012-06-01
101105000643 2010-11-05 CERTIFICATE OF PUBLICATION 2010-11-05
100628000471 2010-06-28 APPLICATION OF AUTHORITY 2010-06-28

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: New York Secretary of State

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