What public Form 5500 filings show about the The Rabbi Harry H. Epstein School, Inc. 401(k) plan — and how to find and check your own account.
The Rabbi Harry H. Epstein School, Inc. (EIN 58-1164034) reports THE EPSTEIN SCHOOL RETIREMENT PLAN on its most recent Form 5500, with $20.8M in plan assets across 164 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 The Rabbi Harry H. Epstein School, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Rabbi Harry H. Epstein School, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, ASCENSUS.
