How big is EPI Limited Partnership's plan?

EPI Limited Partnership's plan reported $2.6M in assets and 20 participants for 2024.

Original filing (PDF)20251015130139NAL0002333091001

EPI Limited Partnership

Name: EPI Limited Partnership — EPI Retirement Plan, Form 5500 (2024)
Creator: EPI Limited Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EPI Retirement Plan

401(k) retirement plan · EPI Limited Partnership's EPI Retirement Plan held $2.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

EPI Limited Partnership's EIN is 33-0635387.

EIN 33-0635387

Plan number 001

Plan year 2024

ACK ID 20251015130139NAL0002333091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EPI Limited Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EPI Limited Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPI LIMITED PARTNERSHIP.

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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 (91st percentile).

Plan sponsor

Name

EPI LIMITED PARTNERSHIP

EIN

all filings

Address

1370 N. BREA BLVD. #216 · FULLERTON, CA · 92835

Phone

(714) 738-9092

Industry

Real Estate

Plan administrator