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Original filing (PDF)20251014115022NAL0001332435001
EPIC PHARMA LLC UNION
Form 5500
FILING_RECEIVED
EPIC PHARMA LLC UNION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
133
Accounts w/ balance
215
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
40 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC PHARMA LLC UNION.
Plan sponsor
Name
EPIC PHARMA LLC UNION
EIN
32-0254130
Address
227-15 NORTH CONDUIT AVENUE · LAURELTON, NY · 11413
Phone
(718) 276-8600
Industry
Manufacturingsee all
Plan administrator
Name
EPIC PHARMA LLC UNION
EIN
32-0254130
City
LAURELTON, NY
Phone
(718) 276-8600
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST LIGHT WEALTH ADVISORS | 82-4071291 | LITTLE FALLS, NJ | REGISTERED INVESTMENT AD | $0 | — |
Investments
40 direct securities · 40 pooled funds· $7.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.8M
40 holdings
Pooled Separate Account
$3.8M
40 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock New York | — | — | — | $597K | 15.5% | |
| MONEY MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $597K | 15.5% | |
| John Hancock New York | — | — | — | $341K | 8.8% | |
| NUVEEN LIFECYCLE INDEX 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $341K | 8.8% | |
| John Hancock New York | — | — | — | $291K | 7.5% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $291K | 7.5% | |
| John Hancock New York | — | — | — | $263K | 6.8% | |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $263K | 6.8% | |
| John Hancock New York | — | — | — | $235K | 6.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $235K | 6.1% | |
| John Hancock New York | — | — | — | $196K | 5.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $196K | 5.1% | |
| John Hancock New York | — | — | — | $172K | 4.5% | |
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $172K | 4.5% | |
| John Hancock New York | — | — | — | $160K | 4.2% | |
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $160K | 4.2% | |
| John Hancock New York | — | — | — | $137K | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $137K | 3.5% | |
| John Hancock New York | — | — | — | $136K | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $136K | 3.5% | |
| John Hancock New York | — | — | — | $126K | 3.3% | |
| LIFESTYLE GROWTH G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $126K | 3.3% | |
| John Hancock New York | — | — | — | $117K | 3.0% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $117K | 3.0% | |
| John Hancock New York | — | — | — | $105K | 2.7% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $105K | 2.7% | |
| John Hancock New York | — | — | — | $101K | 2.6% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $101K | 2.6% | |
| John Hancock New York | — | — | — | $98K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $98K | 2.5% | |
| John Hancock New York | — | — | — | $96K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $96K | 2.5% | |
| John Hancock New York | — | — | — | $77K | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $77K | 2.0% | |
| Participant Loans | — | — | — | $71K | 1.8% | |
| John Hancock New York | — | — | — | $64K | 1.7% | |
| NUVEEN LIFECYCLE INDEX 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $64K | 1.7% | |
| John Hancock New York | — | — | — | $63K | 1.6% | |
| LIFESTYLE BALANCED G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | 1.6% | |
| John Hancock New York | — | — | — | $51K | 1.3% | |
| FIDELITY ADVISOR BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $51K | 1.3% | |
| John Hancock New York | — | — | — | $46K | 1.2% | |
| DODGE & COX STOCK FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $46K | 1.2% | |
| John Hancock New York | — | — | — | $38K | 1.0% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $38K | 1.0% | |
| John Hancock New York | — | — | — | $33K | 0.8% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $33K | 0.8% | |
| John Hancock New York | — | — | — | $32K | 0.8% | |
| LIFESTYLE CONS G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $32K | 0.8% | |
| John Hancock New York | — | — | — | $30K | 0.8% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $30K | 0.8% | |
| John Hancock New York | — | — | — | $30K | 0.8% | |
| LIFESTYLE MODERATE G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $30K | 0.8% | |
| John Hancock New York | — | — | — | $27K | 0.7% | |
| DFA US LARGE COMPANY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $27K | 0.7% | |
| John Hancock New York | — | — | — | $24K | 0.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $24K | 0.6% | |
| John Hancock New York | — | — | — | $15K | 0.4% | |
| AMERICAN CENTURY SMALL CAP VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $15K | 0.4% | |
| John Hancock New York | — | — | — | $13K | 0.3% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $13K | 0.3% | |
| John Hancock New York | — | — | — | $12K | 0.3% | |
| AMERICAN CENTURY EM FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| John Hancock New York | — | — | — | $9K | 0.2% | |
| AB SMALL CAP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| John Hancock New York | — | — | — | $8K | 0.2% | |
| NUVEEN LIFECYCLE INDEX RET INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| John Hancock New York | — | — | — | $7K | 0.2% | |
| VANGUARD INTERNATIONAL VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| John Hancock New York | — | — | — | $7K | 0.2% | |
| PIMCO INTL BOND USD-HEDGED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| John Hancock New York | — | — | — | $4K | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| John Hancock New York | — | — | — | $4K | <0.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| John Hancock New York | — | — | — | $3K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock New York | — | — | — | $2K | <0.1% |
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