What public Form 5500 filings show about the Epic Mortgage Group 401(k) plan — and how to find and check your own account.
Epic Mortgage Group (EIN 88-3649658) reports EPIC MORTGAGE GROUP 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $440K in plan assets across 39 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 Epic Mortgage Group filing — schedules, fees, and providers.
Epic Mortgage Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Epic Mortgage GroupHR for the recordkeeper’s name and login.
