Plan Snapshot
- Plan Sponsor: Epstein Becker & Green, P.C.
- Sponsor EIN: 133031033
- Sponsor Address: 875 THIRD AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 463
- Total Assets: $167.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 463 | $167.7M | $5.9M | $6.8M |
| 2023 | 463 | $143.5M | $5.2M | $6.1M |
| 2022 | 437 | $98.3M | $1.1M | $5.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $123,000 | — | $123,000 |
| ANCHIN BLOCK & ANCHIN LLP | Auditor | $4,632 | — | $4,632 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- ANCHIN BLOCK & ANCHIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,632
- Estimated Expense Ratio: 0.076% of plan assets
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 | $127,632 | — | — | $4,632 | — |
| 2023 | $132,063 | — | — | — | — |
| 2022 | $143,483 | — | — | — | $27,000 |