How big is Aaron Jacob Epstein's plan?

Aaron Jacob Epstein's plan reported $748K in assets and 20 participants for 2024.

Original filing (PDF)20250718114035NAL0000850115001

Aaron Jacob Epstein

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

Form 5500-SF

FILING_RECEIVED

Aaron Jacob Epstein Cash Balance Plan

Defined-benefit pension plan · Aaron Jacob Epstein's Aaron Jacob Epstein Cash Balance Plan held $748K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

Plan identifiers

Aaron Jacob Epstein's EIN is 84-3838898.

EIN 84-3838898

Plan number 002

Plan year 2024

ACK ID 20250718114035NAL0000850115001

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 a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score