Original filing (PDF)20250729113529NAL0002676785001

W.N. EPSTEIN & CO., INC.

Name: W.N. EPSTEIN & CO., INC. — THE W.N. EPSTEIN & CO., INC. DISCRETIONARY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: W.N. EPSTEIN & CO., INC.

Form 5500-SF

FILING_RECEIVED

THE W.N. EPSTEIN & CO., INC. DISCRETIONARY PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.N. EPSTEIN & CO., INC..

Plan sponsor

Name

W.N. EPSTEIN & CO., INC.

EIN