Epstein Becker & Green 401(k) match, vesting and fees
What Epstein Becker & Green'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Anchin Block & Anchin LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Epstein Becker & Green: employer contribution per participant | $9,505 | |
| Peer median | $2,600 |
| Epstein Becker & Green: average balance | $270,549 | |
| Peer median | $84,124 |
| Epstein Becker & Green: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.17% |
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 $118M at the end of plan year 2021 to $168M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 629 | $168M | $5.9M | $9,505 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 629 | $143M | $5.2M | $8,288 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 603 | $98.3M | $1.1M | $1,847 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 587 | $118M | $1.1M | $2,051 | 0.16% | Not published | Form 5500 ↗ |
Other Epstein Becker & Green plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Epstein Becker & Green, P.C. Associates' Savings 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.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Anchin Block & Anchin LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Epstein Becker & Green, P.C. Market Based Cash Balance Pension 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.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Anchin Block & Anchin LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Epstein Becker & Green, P.C. Target Benefit 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.
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Epstein Becker & Green match 401(k) contributions?
The match terms for the Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5.9M in employer contributions, about $9,505 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Epstein Becker & Green 401(k) match vested?
The vesting schedule for the Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Epstein Becker & Green 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Epstein Becker & Green, P.C..
I left Epstein Becker & Green. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Epstein Becker & Green, P.C., (212) 351-4555) or the recordkeeper, Transamerica Retirement Solutions. The Epstein Becker & Green old 401(k) page lists the contacts from every plan filing. Find an old Epstein Becker & Green 401(k)
Data from the public Form 5500 annual reports Epstein Becker & Green filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Epstein Becker & Green. Not financial advice. Report a correction · Methodology