Alden Leeds 401(k) match, vesting and fees

Plan year 2024 filingEpstein Affiliated Companies 401(k) Pension Plan · Plan 002 · EIN 22-1683651Updated Oct 2026

What Alden Leeds' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $586K in employer contributions, about $2,932 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$50,621
Average account balance
206
Participants (end of year)
$10.1M
Plan assets (end of year)
0.87%
Admin expenses ÷ assets

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.

RecordkeeperAbar Retirement Plan Services LLCSchedule C ↗
Independent auditorLee Cpa Audit Group (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.

Alden Leeds: employer contribution per participant$2,932
Peer median$1,988
Alden Leeds: average balance$50,621
Peer median$75,431
Alden Leeds: admin expenses ÷ assets0.87%
Peer median0.31%

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 $16.4M at the end of plan year 2021 to $10.1M at the end of plan year 2024.

$16.4M2021$12.9M2022$14.4M2023$10.1M2024
End-of-year figures from each plan year's Form 5500 filing for the Alden Leeds plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2024206$10.1M$586K$2,9320.87%Not publishedForm 5500 ↗
2023271$14.4M$315K$1,5750.58%Not publishedForm 5500 ↗
2022183$12.9M$229K$1,3141.02%Not publishedForm 5500 ↗
2021216$16.4M$4,345$210.20%Not publishedForm 5500 ↗

Other Alden Leeds plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Epstein Affiliated Companies Cash Balance Plan

Plan 003 · EIN 22-1683651 · plan year 2025 filing
$115,540
Average account balance
79
Participants (end of year)
$9.1M
Plan assets (end of year)
0.65%
Admin expenses ÷ assets

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.

Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Alden Leeds match 401(k) contributions?

The match terms for the Epstein Affiliated Companies 401(k) Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $586K in employer contributions, about $2,932 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Alden Leeds 401(k) match vested?

The vesting schedule for the Epstein Affiliated Companies 401(k) Pension Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Alden Leeds 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Abar Retirement Plan Services LLC. The plan administrator is Alden Leeds, Inc..

I left Alden Leeds. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Alden Leeds, Inc., (973) 589-3544) or the recordkeeper, Abar Retirement Plan Services LLC. The Alden Leeds old 401(k) page lists the contacts from every plan filing. Find an old Alden Leeds 401(k)

Data from the public Form 5500 annual reports Alden Leeds 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 Alden Leeds. Not financial advice. Report a correction · Methodology