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  2. AARON JACOB EPSTEIN
Sponsor portfolio

AARON JACOB EPSTEIN

EIN 84-3838898-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
40
50 ALESSANDRO PLACE, SUITE 210 - PASADENA, CA 91105626-514-0060
Plans on this EIN
2 filings
#002CashBalance-$748K - 20 part#001401k-$377K - 20 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • JACOB EPSTEIN 401(K) (#001)33%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)20
  • JACOB EPSTEIN 401(K) (#001)20
Total 40Click 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

AARON JACOB EPSTEIN CASH BALANCE PLAN

CashBalance

Assets$748K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AARON JACOB EPSTEIN 401(K) PLAN

401k

Assets$377K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AARON JACOB EPSTEIN CASH BALANCE PLANCashBalance$748K202024
001AARON JACOB EPSTEIN 401(K) PLAN401k$377K202024
Retirement plans
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