How big is EPEX., Inc.'s plan?

EPEX., Inc.'s plan reported $3.5M in assets for 2024.

Original filing (PDF)20250925132858NAL0007675889001

EPEX., Inc.

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

Form 5500-SF

FILING_RECEIVED

EPEX, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · EPEX., Inc.'s EPEX, Inc. 401(k) Profit Sharing Plan reported $3.5M in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

EPEX., Inc.'s EIN is 23-2983821.

EIN 23-2983821

Plan number 002

Plan year 2024

ACK ID 20250925132858NAL0007675889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EPEX., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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