Plan Ledger DOL Form 5500 · updated monthly

A. Epstein & Sons International, Inc.401(k)

A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

A. Epstein & Sons International, Inc. reported $67,280 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,445 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.25% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,438th-largest of 3,702 plans among Illinois employers on file, and the 4,578th of 11,654 in professional & technical services. In 2024, employees put in $7.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,348,464
Participants with balances194
Active participants120
Employer contributions$173,430
Employee contributions$1,287,771
Employer contribution per active participant$1,445
Average account balance$135,817
Benefits paid to participants$958,460
Plan auditUnmodified (clean) audit opinion
AuditorMILLER, COOPER CO., LTD
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 194 accts · $173K emplr
2023$22.7M · 191 accts · $211K emplr
2022$20.9M · 197 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,777
Investment management$48,503
Total administrative$67,280
The A. Epstein & Sons International, Inc. 401(k) match · 2024
Employer contribution per active participant$1,445
Median for plans this size$2,416
2024$1,445 per active participant
2023$1,883 per active participant
2022$1,673 per active participant

A. Epstein & Sons International, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$18,776
WINTRUST WEALTH MANAGEMENT · Investment advisory (plan)$37,217
CREATIVE PLANNING. · Investment advisory (plan)$11,286

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$67,280 · 0.27%
2023$61,919 · 0.28%
2022$58,742 · 0.25%
All plans at this employer2
A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN401(k)
A. EPSTEIN & SONS INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 363513737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.