How big is Epic Notion LLC's plan?

Epic Notion LLC's plan reported $836K in assets and 14 participants for 2025.

Original filing (PDF)20260422105538NAL0001909491001

Epic Notion LLC

Name: Epic Notion LLC — Epic Notion LLC 401(k) Profit, Form 5500 (2025)
Creator: Epic Notion LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Notion LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Epic Notion LLC's Epic Notion LLC 401(k) Profit Sharing Plan & Trust held $836K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Scott Long signed Epic Notion LLC's 2025 Form 5500 as plan administrator.

Scott Long — 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

Epic Notion LLC's EIN is 30-0210608.

EIN 30-0210608

Plan number 001

Plan year 2025

ACK ID 20260422105538NAL0001909491001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Epic Notion LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Epic Notion LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

EPIC NOTION LLC

EIN

all filings

Address

307 W TREMONT AVE STE 200 · CHARLOTTE, NC · 282034902

Phone

(704) 756-1735

Industry

Professional & Technical Services

Plan administrator