Plan Ledger DOL Form 5500 · updated monthly

Epstein Becker & Green, P.C.401(k)

EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Epstein Becker & Green, P.C. reported $127,632 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $12,728 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 fell from 0.13% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 545th-largest of 5,648 plans among New York employers on file, and the 949th of 11,654 in professional & technical services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$167,740,626
Participants with balances620
Active participants463
Employer contributions$5,892,911
Employee contributions$6,765,238
Employer contribution per active participant$12,728
Average account balance$270,549
Benefits paid to participants$9,493,970
Plan auditUnmodified (clean) audit opinion
AuditorANCHIN BLOCK & ANCHIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$167.7M · 620 accts · $5.9M emplr
2023$143.5M · 625 accts · $5.2M emplr
2022$98.3M · 592 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$123,000
Audit (IQPA)$4,632
Total administrative$127,632
The Epstein Becker & Green, P.C. 401(k) match · 2024
Employer contribution per active participant$12,728
Median for plans this size$3,635
2024$12,728 per active participant
2023$11,188 per active participant
2022$2,502 per active participant

Epstein Becker & Green, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$123,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$127,632 · 0.08%
2023$132,063 · 0.11%
2022$143,483 · 0.13%
All plans at this employer3
EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLANTarget benefit plan
EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN401(k)
EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · New York
J.S. Held LLC NY$174.8M · 0.17%
Hodgson Russ LLP NY$174.8M · 0.10%
The Capital Markets Company NY$171.9M · 0.13%
Ihi Americas Inc. NY$165.1M · 0.16%
Mazars USA LLP NY$164.4M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133031033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.