Original filing (PDF)20250701132347NAL0006762243001

EPISTEME CAPITAL PARTNERS

Name: EPISTEME CAPITAL PARTNERS — EPISTEME CAPITAL PARTNERS US LLC, Form 5500 (2024)
Creator: EPISTEME CAPITAL PARTNERS

Form 5500-SF

FILING_RECEIVED

EPISTEME CAPITAL PARTNERS US LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

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 average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPISTEME CAPITAL PARTNERS.

Plan sponsor

Name

EPISTEME CAPITAL PARTNERS

EIN

26-4462435all filings

Address

515 FLAGLER DRIVE · SUITE 350 · WEST PALM BEACH, FL · 33401

Phone

(914) 305-8126

Industry

Finance & Insurancesee all

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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CAHILL WEALTH MANAGEMENT

CAHILL WEALTH MANAGEMENT TRUST 401K

$561K · 4 participants

ARK & TLK DBA CASTLEPOINT WEALTH ADVISORS

CASTLEPOINT WEALTH ADVISORS 401(K) PLAN

$561K · 11 participants

TRIARTISAN CAPITAL ADVISORS

TRIARTISAN CAPITAL ADVISOR 401K PLAN

$561K · 8 participants

TEXAS FAMILY WEALTH, LLC

TEXAS FAMILY WEALTH 401(K) PLAN

$561K · 4 participants

CAPITAL ADVISORS

CAPITAL ADVISORS 401(K) PLAN

$561K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.