# Epstein Becker & Green, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/epstein-becker-green-p-c-401k-plan-007

> Epstein Becker & Green, P.C.'s 401(k) plan: 463 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [ANCHIN BLOCK & ANCHIN LLP](https://planprovider.pro/provider/anchin-block-and-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|

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