Find an old Epstein Becker & Green 401(k)
Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan
Epstein Becker & Green, P.C. · Plan 007 · EIN 13-3031033 · New York, NY
| Plan administrator | Epstein Becker & Green, P.C. 875 Third Avenue, New York, NY 10022 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 157 separated participants still had money in the plan | Form 5500 ↗ |
Epstein Becker & Green, P.C. Associates' Savings Plan
Epstein Becker & Green, P.C. · Plan 006 · EIN 13-3031033 · New York, NY
| Plan administrator | Epstein Becker & Green, P.C. 875 Third Avenue, New York, NY 10022 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 215 separated participants still had money in the plan | Form 5500 ↗ |
Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan
Epstein Becker & Green, P.C. · Plan 008 · EIN 13-3031033 · New York, NY
| Plan administrator | Epstein Becker & Green, P.C. 875 Third Ave, New York, NY 10022 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 19 separated participants still had money in the plan | Form 5500 ↗ |
Epstein Becker & Green, P.C. Target Benefit Plan
Epstein Becker & Green, P.C. · Plan 004 · EIN 13-3031033 · New York, NY
| Plan administrator | Epstein Becker & Green, P.C. 875 Third Avenue, New York, NY 10022 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Epstein Becker & Green 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Epstein Becker & Green 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Epstein Becker & Green, P.C., (212) 351-4555. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.
What is the Epstein Becker & Green 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 351-4555.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Epstein Becker & Green and does not hold accounts. Not financial advice. Report a correction