Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN | 401k | $10.1M | 206 | 2024 | |
| 003 | EPSTEIN AFFILIATED COMPANIES CASH BALANCE PLAN | CashBalance | $8.3M | 81 | 2024 |