I3 Technology Group, LLC 401(k) Plan
What public Form 5500 filings show about the I3 Technology Group, LLC 401(k) plan — and how to find and check your own account.
The I3 Technology Group, LLC 401(k) on its latest Form 5500
I3 Technology Group, LLC (EIN 87-4370731) reports I3 TECHNOLOGY GROUP, LLC 401K PLAN on its most recent Form 5500, with $18.4M in plan assets across 386 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 I3 Technology Group, LLC filing — schedules, fees, and providers.
Who runs the I3 Technology Group, LLC 401(k)?
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 I3 Technology Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, NBT BANK N A, CHARLES SCHWAB & CO.
How to check your I3 Technology Group, LLC 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask I3 Technology Group, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).