How big is Team Epiphany , LLC's plan?

Team Epiphany , LLC's plan reported $3.8M in assets and 70 participants for 2024.

Original filing (PDF)20250505135058NAL0005874131001

Team Epiphany , LLC

Name: Team Epiphany , LLC — Team Epiphany , LLC 401(k), Form 5500 (2024)
Creator: Team Epiphany , LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Epiphany , LLC 401(k) Plan

401(k) retirement plan · Team Epiphany , LLC's Team Epiphany , LLC 401(k) Plan held $3.8M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

LISA CHU signed Team Epiphany , LLC's 2024 Form 5500 as plan administrator.

LISA CHU — 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

Team Epiphany , LLC's EIN is 27-0098836.

EIN 27-0098836

Plan number 001

Plan year 2024

ACK ID 20250505135058NAL0005874131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Team Epiphany , LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEAM EPIPHANY , LLC.

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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

Knocking points off