How big is Epstein Tavroff & Leon LLP's plan?

Epstein Tavroff & Leon LLP's plan reported $10.5M in assets and 10 participants for 2024.

Original filing (PDF)20250710074631NAL0008864288001

Epstein Tavroff & Leon LLP

Name: Epstein Tavroff & Leon LLP — Epstein Tavroff & Leon, Form 5500 (2024)
Creator: Epstein Tavroff & Leon LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epstein Tavroff & Leon, LLP 401(k) PS Plan

401(k) retirement plan · Epstein Tavroff & Leon LLP's Epstein Tavroff & Leon, LLP 401(k) PS Plan held $10.5M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Matthew Tavroff signed Epstein Tavroff & Leon LLP's 2024 Form 5500 as plan administrator.

Matthew Tavroff — 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

Epstein Tavroff & Leon LLP's EIN is 11-3293086.

EIN 11-3293086

Plan number 002

Plan year 2024

ACK ID 20250710074631NAL0008864288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epstein Tavroff & Leon LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epstein Tavroff & Leon LLP's plan includes money-purchase contributions, ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), 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 EPSTEIN TAVROFF & LEON LLP.

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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

Knocking points off