How big is Aaron Jacob Epstein's plan?

Aaron Jacob Epstein's plan reported $377K in assets and 20 participants for 2024.

Original filing (PDF)20250718113410NAL0002764882001

Aaron Jacob Epstein

Name: Aaron Jacob Epstein — Aaron Jacob Epstein 401(k), Form 5500 (2024)
Creator: Aaron Jacob Epstein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aaron Jacob Epstein 401(k) Plan

401(k) retirement plan · Aaron Jacob Epstein's Aaron Jacob Epstein 401(k) Plan held $377K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

Plan identifiers

Aaron Jacob Epstein's EIN is 84-3838898.

EIN 84-3838898

Plan number 001

Plan year 2024

ACK ID 20250718113410NAL0002764882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aaron Jacob Epstein's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 AARON JACOB 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

Knocking points off