EPSTEIN BECKER & GREEN, P.C. 401(k) Plan
What public Form 5500 filings show about the EPSTEIN BECKER & GREEN, P.C. 401(k) plan — and how to find and check your own account.
The EPSTEIN BECKER & GREEN, P.C. 401(k) on its latest Form 5500
EPSTEIN BECKER & GREEN, P.C. (EIN 13-3031033) reports EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $213.9M in plan assets across 599 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 EPSTEIN BECKER & GREEN, P.C. filing — schedules, fees, and providers.
Who runs the EPSTEIN BECKER & GREEN, P.C. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EPSTEIN BECKER & GREEN, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL FINANCIAL SERVICES.
How to check your EPSTEIN BECKER & GREEN, P.C. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask EPSTEIN BECKER & GREEN, P.C. 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).