How big is Epoch Concepts LLC's plan?

Epoch Concepts LLC's plan reported $10.3M in assets and 85 participants for 2025.

Original filing (PDF)20260514090608NAL0016525666001

Epoch Concepts LLC

Name: Epoch Concepts LLC — Epoch Concepts LLC 401(k) Plan, Form 5500 (2025)
Creator: Epoch Concepts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epoch Concepts LLC 401(k) Plan

401(k) retirement plan · Epoch Concepts LLC's Epoch Concepts LLC 401(k) Plan held $10.3M in plan assets for 85 participants in 2025.

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Kevin Mackey signed Epoch Concepts LLC's 2025 Form 5500 as plan administrator.

Kevin Mackey — 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 Concepts LLC's EIN is 20-8012048.

EIN 20-8012048

Plan number 001

Plan year 2025

ACK ID 20260514090608NAL0016525666001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Epoch Concepts LLC'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 CONCEPTS LLC.

Finding similar companies…

Plan health score

Above-average plan

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