How big is Epoch Underwriting Management Agency Corp.'s plan?

Epoch Underwriting Management Agency Corp.'s plan reported $1.0M in assets and 7 participants for 2025.

Original filing (PDF)20260313131746NAL0007701793001

Epoch Underwriting Management Agency Corp.

Name: Epoch Underwriting Management Agency Corp. — Form 5500 Plan 001 (2025)
Creator: Epoch Underwriting Management Agency Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epoch Underwriting Management Agency Corp. 401(k) Plan

401(k) retirement plan · Epoch Underwriting Management Agency Corp.'s Epoch Underwriting Management Agency Corp. 401(k) Plan held $1.0M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Epoch Underwriting Management Agency Corp.'s EIN is 20-0499029.

EIN 20-0499029

Plan number 001

Plan year 2025

ACK ID 20260313131746NAL0007701793001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Epoch Underwriting Management Agency Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Epoch Underwriting Management Agency Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPOCH UNDERWRITING MANAGEMENT AGENCY CORP..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score