A. Epstein And Sons International, Inc Salary Savings Plan
Sponsored by A. Epstein And Sons International, Inc. · EIN 363513737 · Plan #004
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 120
- With balances
- 194
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wintrust Wealth Management | Investment advisory (plan), Direct payment from the plan | $37,217 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $18,776 |
| Creative Planning. | Investment advisory (plan), Direct payment from the plan | $11,286 |