· 2022–2024 · DOL EFAST2

EPSTEIN DESIGN PARTNERS INC. — EPSTEIN DESIGN PARTNERS INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240618143212NAL0003653808001

EPSTEIN DESIGN PARTNERS INC.

Form 5500-SF

FILING_RECEIVED

EPSTEIN DESIGN PARTNERS INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 43.1 mo

Active participants

0

Accounts w/ balance

5

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

Plan health score

Above-average plan

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

75

Total plan cost

n/a

Plan health

71

Vendor & structure

100

Knocking points off

Filed 43.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPSTEIN DESIGN PARTNERS INC..

Plan sponsor

Name

EPSTEIN DESIGN PARTNERS INC.

EIN

34-0902256all filings

Address

7300 CHARDON RD · KIRTLAND, OH · 440948700

Phone

(440) 479-3132

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2024-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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