How big is Epstein & Company PC's plan?

Epstein & Company PC's plan reported $148K in assets and 6 participants for 2024.

Original filing (PDF)20250626105146NAL0012343936003

Epstein & Company PC

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

Form 5500-SF

FILING_RECEIVED

Epstein & Company PC Retirement Trust

401(k) retirement plan · Epstein & Company PC's Epstein & Company PC Retirement Trust held $148K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

People on this filing

Plan Sponsor signed Epstein & Company PC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 & Company PC's EIN is 46-1636430.

EIN 46-1636430

Plan number 001

Plan year 2024

ACK ID 20250626105146NAL0012343936003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Epstein & Company PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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