A. Epstein and Sons International 401(k) match, vesting and fees
What A. Epstein and Sons International's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Miller, Cooper Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| A. Epstein and Sons International: employer contribution per participant | $1,019 | |
| Peer median | $2,719 |
| A. Epstein and Sons International: average balance | $138,533 | |
| Peer median | $85,424 |
| A. Epstein and Sons International: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $25.3M at the end of plan year 2021 to $30.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 231 | $30.5M | $224K | $1,019 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 205 | $26.3M | $173K | $894 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 205 | $22.7M | $211K | $1,104 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 211 | $20.9M | $216K | $1,096 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 228 | $25.3M | $81K | $388 | 0.25% | Not published | Form 5500 ↗ |
Other A. Epstein and Sons International plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
A. Epstein & Sons International, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Miller, Cooper & Co., Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does A. Epstein and Sons International match 401(k) contributions?
The match terms for the A. Epstein and Sons International, Inc Salary Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $224K in employer contributions, about $1,019 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the A. Epstein and Sons International 401(k) match vested?
The vesting schedule for the A. Epstein and Sons International, Inc Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the A. Epstein and Sons International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is A. Epstein and Sons International, Inc..
I left A. Epstein and Sons International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (A. Epstein and Sons International, Inc., (312) 429-8006) or the recordkeeper, The Vanguard Group, Inc.. The A. Epstein and Sons International old 401(k) page lists the contacts from every plan filing. Find an old A. Epstein and Sons International 401(k)
Data from the public Form 5500 annual reports A. Epstein and Sons International filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with A. Epstein and Sons International. Not financial advice. Report a correction · Methodology