How big is Epcon Partners, Inc.'s plan?

Epcon Partners, Inc.'s plan reported $3.6M in assets and 160 participants for 2024.

Original filing (PDF)20251013162433NAL0001706801001

Epcon Partners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Epcon Partners, Inc. 401(k) Plan

401(k) retirement plan · Epcon Partners, Inc.'s Epcon Partners, Inc. 401(k) Plan held $3.6M in plan assets for 160 participants in 2024.

Signals · 1

No auditor on file

Active participants

160

Accounts w/ balance

101

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Craig Fantozzi signed Epcon Partners, Inc.'s 2024 Form 5500 as plan administrator.

Craig Fantozzi — 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

Epcon Partners, Inc.'s EIN is 26-3212165.

EIN 26-3212165

Plan number 001

Plan year 2024

ACK ID 20251013162433NAL0001706801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Epcon Partners, Inc.'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 EPCON PARTNERS, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score