# A. Epstein And Sons International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/a-epstein-and-sons-international-inc-401k-plan

> A. Epstein And Sons International, INC.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A. Epstein And Sons International, INC.

- **Sponsor EIN:** 363513737

- **Sponsor Address:** 600 WEST FULTON STREET, CHICAGO, IL, 60661

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $26.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|120|$26.3M|$173,430|$1.3M|

| 2023|112|$22.7M|$210,845|$1.4M|

| 2022|129|$20.9M|$215,866|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MILLER, COOPER CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER, COOPER CO., LTD](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$67,280|$48,503|$18,777|—|—|

| 2023|$61,919|$42,086|$19,833|—|—|

| 2022|$58,742|$40,411|$18,331|—|—|

## Similar Plans

- [A. Epstein & Sons International, INC.](https://planprovider.pro/companies/a-epstein-sons-international-inc-plan) — 120 participants

- [Sheehan Nagle Hartray Architects](https://planprovider.pro/companies/sheehan-nagle-hartray-architects-plan) — 116 participants

- [Studio Gang Architects, Ltd.](https://planprovider.pro/companies/studio-gang-architects-ltd-401k-plan) — 124 participants

- [Aria Group Architects, INC.](https://planprovider.pro/companies/aria-group-architects-inc-401k-plan) — 133 participants

- [Cordogan Clark & Associates, INC.](https://planprovider.pro/companies/cordogan-clark-associates-inc-401k-plan) — 102 participants

- [Chipman Design Architecture INC.](https://planprovider.pro/companies/chipman-design-architecture-inc-401k-plan) — 92 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/a-epstein-and-sons-international-inc-401k-plan)

© 2026 PlanProvider.Pro