How big is John P. Epstein's plan?

John P. Epstein's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20251008082844NAL0009387552001

John P. Epstein

Name: John P. Epstein — Direct Results 401(k) Plan and, Form 5500 (2024)
Creator: John P. Epstein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Direct Results 401(k) Plan and Trust

401(k) retirement plan · John P. Epstein's Direct Results 401(k) Plan and Trust held $1.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

John Epstein signed John P. Epstein's 2024 Form 5500 as plan administrator.

John Epstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John P. Epstein's EIN is 04-3378850.

EIN 04-3378850

Plan number 002

Plan year 2024

ACK ID 20251008082844NAL0009387552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John P. Epstein from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John P. Epstein's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN P. EPSTEIN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score