Original filing (PDF)20251015082602NAL0004066721001

EMPOWERING PEOPLE'S INDEPENDENCE (EPI)

Name: EMPOWERING PEOPLE'S INDEPENDENCE (EPI) — EMPOWERING PEOPLE'S INDEPENDENCE (EPI) 403(B), Form 5500 (2024)
Creator: EMPOWERING PEOPLE'S INDEPENDENCE (EPI)

Form 5500-SF

FILING_RECEIVED

EMPOWERING PEOPLE'S INDEPENDENCE (EPI) 403(B)

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

1,411

Accounts w/ balance

169

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPOWERING PEOPLE'S INDEPENDENCE (EPI).

Plan sponsor

Name

EMPOWERING PEOPLE'S INDEPENDENCE (EPI)

EIN

16-1422825

Address

1650 SOUTH AVENUE · ROCHESTER, NY · 14620

Phone

(585) 442-6420

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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REACH UNLIMITED, INC.