The Epstein School Retirement Plan
Sponsored by The Rabbi Harry H. Epstein School, Inc. · EIN 581164034 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 164
- With balances
- 269
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners | Investment advisory (plan), Direct payment from the plan | $47,045 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $24,449 |
| Ascensus | Other services, Other fees | $0 |