How big is Epic Medspa's plan?

Epic Medspa's plan reported $100K in assets and 2 participants for 2024.

Original filing (PDF)20250707080342NAL0008184514001

Epic Medspa

Name: Epic Medspa — Epic Medspa Retirement Trust, Form 5500 (2024)
Creator: Epic Medspa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Medspa Retirement Trust

401(k) retirement plan · Epic Medspa's Epic Medspa Retirement Trust held $100K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

People on this filing

Plan Sponsor signed Epic Medspa's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Epic Medspa's EIN is 20-4313203.

EIN 20-4313203

Plan number 001

Plan year 2024

ACK ID 20250707080342NAL0008184514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Medspa'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 EPIC MEDSPA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EPIC MEDSPA

EIN

all filings

Address

14999 BELOIT ROAD · NEW BERLIN, WI · 53151

Phone

(262) 424-2148

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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