EPSTEIN BECKER & GREEN PC
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-3 YoYRank #1936 of mapped providers
Assets under administration$1.0B0.0%Market share · rank #4023
Fees received$287,211Median $35,154/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical EPSTEIN BECKER & GREEN PC plan look like?
Service mix · median fees per plan
Count of plans where EPSTEIN BECKER & GREEN PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 4 | $42,088 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $19,480 |
Competitor overlap
Percent of EPSTEIN BECKER & GREEN PC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under EPSTEIN BECKER & GREEN PC.
| Sponsor | From | Assets |
|---|---|---|
T. D. WILLIAMSON, INC.OK · 730399110-001 | BMO HARRIS BANK NA | $221,982 |
Plans lost in 2024
Appeared last year under EPSTEIN BECKER & GREEN PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEUTSCHE BANK AMERICAS HOLDING CORPNY · 133645372-002 | STRATEGIC ADVISORS, INC. | $4.1B |
DEUTSCHE BANK AMERICAS HOLDING CORPORATIONNY · 133645372-001 | NISA INVESTMENT ADVISORS, LLC | $1.1B |
ATI INC.PA · 251792394-001 | MERCER | $297M |
ATI INC.PA · 251792394-200 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SUMITOMO CORPORATION OF AMERICASNY · 135612163-005 | $406M | 3,585 | $27,633 | 7y | 2 |
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUSTNY · 136580055-001 | $209M | 1,852 | $33,352 | 10y | - |
BOARD OF TRUSTEES LOCAL 805NY · 131917612-001 | $177M | 1,923 | $130,725 | 9y | - |
SUNSTATE EQUIPMENT CO., LLCAZ · 860810251-001 | $164M | 2,941 | $11,326 | 3y | 1 |
NEW YORK BACKSTRETCH EMPLOYEES PENSION PLANNY · 112236389-001 | $55M | 1,984 | $36,956 | 6y | - |
T. D. WILLIAMSON, INC.OK · 730399110-001 | $221,982 | 0 | $47,219 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into EPSTEIN BECKER & GREEN PC.
- EPSTEIN BECKER & GREEN
- EPSTEIN BECKER & GREEN P.C.
- EPSTEIN BECKER & GREEN PC
- EPSTEIN BECKER & GREEN, P.C.
- EPSTEIN BECKER & GREEN, PC
- EPSTEIN BECKER AND GREEN PC
- EPSTEIN BECKER GREEN
- EPSTEIN FINANCIAL GROUP
- EPSTEIN TABOR & SCHORR
- EPSTEIN, BECKER & GREEN
- EPSTEIN, BECKER & GREEN, P.C.
- EPSTEIN, BECKER AND GREEN
- EPSTEIN, BECKER GREEN
- EPSTEIN/TABOR/SCHORR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for EPSTEIN BECKER & GREEN PC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with EPSTEIN BECKER & GREEN PC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent