Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
AllianceBernstein LP
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 108 retirement plans with 100 or more participants reported paying AllianceBernstein LP $5,000 or more. Those plans cover 521,937 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $15.3M. Per plan, the median was $66.96 per participant, with the middle half of plans between $24.69 and $136. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (11), New York (10) and Pennsylvania (8).
In 2009 it appeared on 272 such filings; in 2024, 117 (down 57%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $24.69 | $66.96 | $136 |
| Compensation as a share of plan net assets | 0.02% | 0.09% | 0.16% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $234K |
| Pfizer Savings Plan | Pfizer Inc. | NY | 57,113 | $22.0B | $3.5M |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $765K |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $305K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $511K |
| Nokia SAVINGS/401(K) Plan | Nokia of America Corporation | NJ | 24,880 | $8.95B | $441K |
| Teamsters Pension Trust Fund of Philadelphia & Vic | Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI | NJ | 24,600 | $2.48B | $332K |
| Club Pension Plan | Automobile Club of So California | CA | 23,954 | $2.61B | $385K |
| Massachusetts Laborers' Pension Fund | Board of Trustees of Massachusetts Laborers' Pension Fund | MA | 22,433 | $2.50B | $454K |
| Eighth District Electrical Pension Fund | Board of Trustees, Eighth District Electrical Pension | NV | 21,064 | $1.25B | $296K |
| North Central States Regional Council of Carpenters Pension Fund | Joint Board of Trustees of North Central States Regional Council of | WI | 18,092 | $1.83B | $561K |
| Edison 401(k) Savings Plan | Southern California Edison Company | CA | 16,852 | $6.31B | $499K |
| Carrier Retirement Savings Plan | Carrier Global Corporation | FL | 13,622 | $998M | $77K |
| Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 | Lincoln National Corporation | PA | 12,960 | $761M | $185K |
| Excavators Union Local 731 Pension Fund | Excavators Union Pension Fund Loca | NY | 11,892 | $3.01B | $534K |
| Liuna Staff and Affiliates Pension Fund | Board of Trustees of Liuna Staff and Affiliates Pension Fund | DC | 11,372 | $1.92B | $237K |
| Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees | Puerto Rico Telephone Company | PR | 7,094 | $797M | $1.1M |
| Milwaukee Drivers Pension Plan | Board of Trustees Milwaukee Drivers Pension Fund | WI | 5,239 | $1.08B | $235K |
| Otis Retirement Savings Plan | Otis Worldwide Corporation | CT | 5,072 | $475M | $86K |
| Msa Pension Plan | Msa Worldwide, LLC | PA | 4,981 | $575M | $332K |
| IBEW 332 Pension Plan - Part a | Board of Trustees, IBEW 332 Pension Plan - Part a | CA | 4,680 | $816M | $79K |
| Graham Healthcare Group 401(k) Profit Sharing Plan | Graham Health Services, LLC | MI | 4,300 | $117M | $118K |
| Hrsa-Ila Pension Plan | Board of Trustees of the Hrsa-Ila Pension Plan | VA | 4,245 | $595M | $244K |
| Building Trades Pension Plan of Western Pennsylvania | Board of Trustees Building Trades Pension Plan of Western Pennsylvan. | OH | 3,907 | $115M | $76K |
| The Mastercorp, Inc. 401(k) Retirement Savings Plan | Mastercorp, Inc. | FL | 3,675 | $18.9M | $0 |
| Airconditioning and Refrigeration Industry Retirement Trust Fund | Board of Trustees, Airconditioning and Refrigeration | CA | 3,639 | $338M | $12K |
| D4C Dental Brands, Inc. 401(k) Plan | D4C Dental Brands, Inc. | GA | 3,307 | $45.5M | $79K |
| The Employees' Profit-Sharing Plan of Utility Trailer Manufacturing Company and Affiliated Companies | Utility Trailer Manufacturing Company, LLC | CA | 3,225 | $444M | $403K |
| Alstom Transportation Retirement Plan | Alstom Transport Holding US Inc. | PA | 3,084 | $224M | $53K |
| Access Supports for Living Inc. 403(b) Retirement Plan | Access Supports for Living Inc. | NY | 3,071 | $55.4M | $85K |
| U. a. Local 38 Defined Benefit Pension Plan | Board of Trustees of U. a. Local 38 Trust Funds | CA | 2,816 | $553M | $82K |
| Central Iowa Carpenters Pension Plan | Board of Trustees Central Iowa Carpenters Pension Plan | MN | 2,377 | $202M | $71K |
| The Dinsmore & Shohl LLP Savings and Investment Plan | Dinsmore & Shohl LLP | OH | 2,304 | $472M | $6,152 |
| Puerto Rico Telephone Company Retirement Plan for Certain Former Employees | Puerto Rico Telephone Company | PR | 2,280 | $72.1M | $99K |
| U. a. Local 38 Defined Contribution Pension Plan | Board of Trustees of U.A. Local 38 Trust Funds | CA | 2,230 | $210M | $37K |
| Key Energy Services 401(k) Savings & Retirement Plan | Key Energy Services, Inc. | TX | 2,123 | $99.9M | $75K |
| Pfizer Savings Plan for Employees Resident in Puerto Rico | PBG Puerto Rico LLC | PR | 1,869 | $395M | $62K |
| Highline Warren LLC 401(k) Plan | Highline Warren LLC | TN | 1,633 | $80.5M | $113K |
| Amalgamated Retail Retirement Fund | Trustees of the Amalgamated Retail Retirement Fund | NY | 1,359 | $33.3M | $0 |
| Buchanan Ingersoll & Rooney PC Retirement Savings Plan | Buchanan Ingersoll & Rooney PC | PA | 1,326 | $484M | $28K |
Questions and answers
How many plans does AllianceBernstein LP serve?
108 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay AllianceBernstein LP?
The median plan reported $66.96 per participant in direct and indirect compensation (86 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (53 plans), Investment advisory (plan) (47 plans), Other services (3 plans) and Investment advisory (participants) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.