What public Form 5500 filings show about the EFG Management Co. Inc. 401(k) plan — and how to find and check your own account.
EFG Management Co. Inc. (EIN 47-1429476) reports EPIC FITNESS GROUP RETIREMENT PLAN on its most recent Form 5500, with $3.9M in plan assets across 488 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full EFG Management Co. Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EFG Management Co. Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): IRON FINANCIAL, CHARLES SCHWAB & CO.
