How big is Epoch Solutions Group LLC's plan?

Epoch Solutions Group LLC's plan reported $1.7M in assets and 19 participants for 2025.

Original filing (PDF)20260422152710NAL0002022819001

Epoch Solutions Group LLC

Name: Epoch Solutions Group LLC — Epoch Solutions Group, Form 5500 (2025)
Creator: Epoch Solutions Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epoch Solutions Group 401(k) Retirement Plan

401(k) retirement plan · Epoch Solutions Group LLC's Epoch Solutions Group 401(k) Retirement Plan held $1.7M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Natalie Street signed Epoch Solutions Group LLC's 2025 Form 5500 as plan administrator.

Natalie Street — 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

Epoch Solutions Group LLC's EIN is 20-4472485.

EIN 20-4472485

Plan number 001

Plan year 2025

ACK ID 20260422152710NAL0002022819001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Epoch Solutions Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Epoch Solutions Group LLC's plan includes 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 SOLUTIONS GROUP LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

EPOCH SOLUTIONS GROUP LLC

EIN

all filings

Address

10155 WESTMOOR DRIVE, · SUITE135 · WESTMINSTER, CO · 80021

Phone

(720) 458-3006

Industry

Professional & Technical Services

Plan administrator