Overview

Plan Rating

BrightScope Rating
59
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (67)
Highest in Peer Group (85)

Plan Description

Epstein Affiliated Companies 401k Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Account Balances and Company Generosity. Epstein Affiliated Companies 401k Pension Plan currently has over 200 active participants and over $18.3M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (59) and the top rated plan (85) could equate to:
13
Additional years of work
152,334
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 55 Jacobus Ave.
  • Location
    Kearny , NJ
  • 07032
  • Industry
    Other Miscellaneous Durable Goods Merchant Wholesalers
  • Administrator
    Andrew Epstein
  • Net Plan Assets
    $18,300,000
  • Total Participants
    290
  • Avg Account Balance
    $78,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Above Average

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Peer Group Plans

Company Rating
Arc-Com Fabrics 74.6
Diesel Forward 73.5
Aiv, L.P. 73.0
Stauffer Manufacturing Company 68.9
Century Kitchens 63.6
Printers' Service 62.9

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

88

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 20%
N/A
Total Other Bonds 14%
N/A
Vanguard Russell 1000 Value Index 4%
23%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Abar Retirement Plan Services, LLC
Auditor
Rogoff & Company

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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