A. EPSTEIN AND SONS INTERNATIONAL, INC. 401(k) Plan
What public Form 5500 filings show about the A. EPSTEIN AND SONS INTERNATIONAL, INC. 401(k) plan — and how to find and check your own account.
The A. EPSTEIN AND SONS INTERNATIONAL, INC. 401(k) on its latest Form 5500
A. EPSTEIN AND SONS INTERNATIONAL, INC. (EIN 36-3513737) reports A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN on its most recent Form 5500, with $26.3M in plan assets across 120 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full A. EPSTEIN AND SONS INTERNATIONAL, INC. filing — schedules, fees, and providers.
Who runs the A. EPSTEIN AND SONS INTERNATIONAL, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your A. EPSTEIN AND SONS INTERNATIONAL, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, WINTRUST WEALTH MANAGEMENT.
How to check your A. EPSTEIN AND SONS INTERNATIONAL, INC. 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask A. EPSTEIN AND SONS INTERNATIONAL, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).