Epstein Becker & Green, P.c. 401(k) Plan: Login, Facts & Contact Information

Epstein Becker & Green, P.c. 401(k) Plan Facts

Plan name
EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) and profit sharing
Plan sponsor
EPSTEIN BECKER & GREEN, P.C.
Participants
629 (463 active employees)
Former employees with a balance
157
Plan assets
$167,740,626 at Dec 31, 2024
Average account balance
$270,549 across 620 accounts
Employer contributions
$5,892,911 in plan year 2024 (42% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1991
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $13.9 million went into the plan in contributions, $5.89 million of it from the employer (42%).
  • $9.49 million was paid out to participants.
  • Investment and other income added $19.9 million.
  • Administrative expenses were $127,632, about $206 per account.

How the Epstein Becker & Green, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019682$90.7 million$1.03 million$8.85 million
2020571$104.2 million$1.05 million$4.72 million
2021559$118.2 million$1.14 million$6.93 million
2022587$98.3 million$1.09 million$8.70 million
2023603$143.5 million$5.18 million$13.2 million
2024629$167.7 million$5.89 million$9.49 million

Epstein Becker & Green, P.c. 401(k) Contact Information

Phone
212-351-4555
Mailing address
875 THIRD AVENUE, NEW YORK NY 10022
Plan sponsor
EPSTEIN BECKER & GREEN, P.C.
Employer identification number (EIN)
13-3031033
Plan number
007

Questions about the Epstein Becker & Green, P.c. 401(k)

Does Epstein Becker & Green, P.c contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $5.89 million in employer contributions for plan year 2024.

Does the Epstein Becker & Green, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Epstein Becker & Green, P.c 401(k) plan?

629 participants at the start of plan year 2024, 463 of them active employees, and 157 former employees who still had money in the plan.

What is the average 401(k) balance at Epstein Becker & Green, P.c?

About $270,549 per account: $167.7 million in plan assets across 620 accounts with a balance at the end of plan year 2024.

Who manages the Epstein Becker & Green, P.c 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Epstein Becker & Green, P.c. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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