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Original filing (PDF)20251010164916NAL0004419875002
EPSTEIN BECKER & GREEN, P.C.
Form 5500
FILING_RECEIVED
EPSTEIN BECKER & GREEN, P.C. MARKET BASED CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 1
~83 bps in Sched C fees
Active participants
170
Accounts w/ balance
—
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 83 bps in Schedule C fees — 59% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPSTEIN BECKER & GREEN, P.C..
Plan sponsor
Name
EPSTEIN BECKER & GREEN, P.C.
EIN
13-3031033
Address
875 THIRD AVE · NEW YORK, NY · 10022
Phone
(212) 351-4555
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
ANCHIN BLOCK & ANCHIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $80K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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