How big is Epiphany Management Group's plan?

Epiphany Management Group's plan reported $953K in assets and 182 participants for 2025.

Original filing (PDF)20260505074515NAL0000783313001

Epiphany Management Group

Name: Epiphany Management Group — Epiphany & Vinson, Form 5500 (2025)
Creator: Epiphany Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epiphany & Vinson Retirement Plan

401(k) retirement plan · Epiphany Management Group's Epiphany & Vinson Retirement Plan held $953K in plan assets for 182 participants in 2025.

Signals · 1

No auditor on file

Active participants

182

Accounts w/ balance

Plan assets (EOY)

$953K

Net assets (EOY)

$953K

People on this filing

Anthony Warren signed Epiphany Management Group's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

Epiphany Management Group's EIN is 27-1528219.

EIN 27-1528219

Plan number 001

Plan year 2025

ACK ID 20260505074515NAL0000783313001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Epiphany Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Epiphany Management Group'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 EPIPHANY MANAGEMENT GROUP.

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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 (8th percentile).

Helping the score