Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK ALAN EPSTEIN, PA
EIN 52-2180373Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
900 REISTERSTOWN ROAD - PIKESVILLE, MD 21208410-653-8866
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MARK ALAN EPSTEIN, PA CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK ALAN EPSTEIN, PA 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$72K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK ALAN EPSTEIN, PA CASH BALANCE PLAN | CashBalance | $1.0M | 4 | 2025 | |
| 001 | MARK ALAN EPSTEIN, PA 401(K) PROFIT SHARING PLAN | ProfitSharing | $72K | 5 | 2025 |
Retirement plans