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  2. ALDEN LEEDS, INC.
Sponsor portfolio

ALDEN LEEDS, INC.

EIN 22-1683651-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$18.4M assets
Welfare
0
Participants
287
55 JACOBUS AVE. - KEARNY, NJ 07032973-589-3544
Plans on this EIN
2 filings
#002401k-$10.1M - 206 part#003CashBalance-$8.3M - 81 part

Retirement portfolio analytics

2 plans aggregated / $18.4M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • COMPANIES 401(K) PENSION (#002)55%
  • CASH BALANCE PLAN (#003)45%
Total $18.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • EPIC RETIREMENT PLAN SERVICES55%
  • (Not disclosed)45%
Total $18.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANIES 401(K) PENSION (#002)206
  • CASH BALANCE PLAN (#003)81
Total 287Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN

401k

Assets$10.1M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EPSTEIN AFFILIATED COMPANIES CASH BALANCE PLAN

CashBalance

Assets$8.3M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN401k$10.1M2062024
003EPSTEIN AFFILIATED COMPANIES CASH BALANCE PLANCashBalance$8.3M812024
Retirement plans
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