Jeanne Stefaniak signed Epic Pharma, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epic Pharma, LLC's EIN is 32-0254130.
Download the official 2024 Form 5500 (PDF) for Epic Pharma, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epic Pharma, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $2.4M | 15.1% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $2.1M | 13.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.6M | 9.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $1.4M | 8.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $931K | 5.8% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $683K | 4.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $563K | 3.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $478K | 3.0% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $435K | 2.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $419K | 2.6% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $352K | 2.2% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $349K | 2.2% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $338K | 2.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $296K | 1.8% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $272K | 1.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $211K | 1.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $181K | 1.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $172K | 1.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $171K | 1.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $144K | 0.9% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $137K | 0.8% | |
| T. ROWE GLOBAL MULTISECTOR BND | Registered Investment Companies | — | — | $117K | 0.7% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $106K | 0.7% | |
| JH GLOBAL EQTY FUND R6 | Registered Investment Companies | — | — | $93K | 0.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $73K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $62K | 0.4% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $59K | 0.4% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $57K | 0.4% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $44K | 0.3% | |
| VAN LS INCOME - INV 230 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $39K | 0.2% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $37K | 0.2% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $29K | 0.2% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $25K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| NEUBERGER BERMAN STRAT INC R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $10K | <0.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
