How big is EP Holdings Inc.'s plan?

EP Holdings Inc.'s plan reported $146K in assets and 9 participants for 2024.

Original filing (PDF)20250717155602NAL0000304339001

EP Holdings Inc.

Name: EP Holdings Inc. — EP Holdings Inc. 401(k) Plan, Form 5500 (2024)
Creator: EP Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EP Holdings Inc. 401(k) Plan

401(k) retirement plan · EP Holdings Inc.'s EP Holdings Inc. 401(k) Plan held $146K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Marcus Bowie signed EP Holdings Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EP Holdings Inc.'s EIN is 20-3694041.

EIN 20-3694041

Plan number 001

Plan year 2024

ACK ID 20250717155602NAL0000304339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EP Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EP Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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