How big is Epic Consolidated Operations, LLC's plan?

Epic Consolidated Operations, LLC's plan reported $18.3M in assets and 215 participants for 2024.

Original filing (PDF)20251014131326NAL0002998065001

Epic Consolidated Operations, LLC

Name: Epic Consolidated Operations, LLC — Epic Consolidate, Form 5500 (2024)
Creator: Epic Consolidated Operations, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Epic Consolidated Operations, LLC 401(k) Plan

401(k) retirement plan · Epic Consolidated Operations, LLC's Epic Consolidated Operations, LLC 401(k) Plan held $18.3M in plan assets for 215 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

215

Accounts w/ balance

241

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

People on this filing

Emily Herring signed Epic Consolidated Operations, LLC's 2024 Form 5500 as plan administrator.

Emily Herring — Plan Administrator — Form 5500 signer
Kevin Naegeli — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Epic Consolidated Operations, LLC's EIN is 35-2604604.

EIN 35-2604604

Plan number 001

Plan year 2024

ACK ID 20251014131326NAL0002998065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epic Consolidated Operations, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Consolidated Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPIC CONSOLIDATED OPERATIONS, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

EPIC CONSOLIDATED OPERATIONS, LLC

EIN

all filings

Address

18615 TUSCANY STONE, SUITE 300 · SAN ANTONIO, TX · 782583505

Phone

(210) 920-2255

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$83K	—

Investments

31 direct securities· $17.9M(98% of reported assets)

Other securities

$11.6M

11 holdings

Mutual Funds

$4.4M

17 holdings

Common Collective Trusts

$1.7M

1 holding

Stable Value

$99K

1 holding

Common Stocks

$86K

1 holding

					% of plan
BLACKROCK LIFEPATH INDEX 2055 CLASS K SHARES Mutual Fund -	Other securities	—	—	$2.5M	13.8%
BLACKROCK LIFEPATH INDEX 2045 CLASS K SHARES Mutual Fund -	Other securities	—	—	$2.2M	11.8%
BLACKROCK LIFEPATH INDEX 2050 CLASS K SHARES Mutual Fund -	Other securities	—	—	$2.0M	10.8%
BLACKROCK LIFEPATH INDEX 2040 CLASS K SHARES Mutual Fund -	Other securities	—	—	$1.7M	9.5%
VANGUARD 500 INDEX ADMIRAL CLASS Mutual Fund -	Common Collective Trusts	—	—	$1.7M	9.4%
BLACKROCK LIFEPATH INDEX RETIREMENT CLASS K SHARES Mutual Fund -	Other securities	—	—	$1.3M	7.0%
MFS GROWTH CLASS R6 Mutual Fund -	Mutual Funds	—	—	$1.2M	6.3%
BLACKROCK LIFEPATH INDEX 2035 CLASS K SHARES Mutual Fund -	Other securities	—	—	$998K	5.5%
PIMCO INTERNATIONAL BOND US DOLLAR HEDGED INSTITUTIONAL CLASS Mutual Fund - 931 BLACKROCK LIFEPATH INDEX 2060 CLASS K Mutual Fund -	Mutual Funds	—	—	$769K	4.2%
BLACKROCK LIFEPATH INDEX 2030 CLASS K SHARES Mutual Fund -	Other securities	—	—	$498K	2.7%
MFS MID CAP GROWTH CLASS R6 Mutual Fund -	Mutual Funds	—	—	$338K	1.8%
BLACKROCK LIFEPATH INDEX 2065 CLASS K Mutual Fund -	Other securities	—	—	$283K	1.5%
AMERICAN FUNDS AMERICAN BALANCED CLASS R6 Mutual Fund -	Mutual Funds	—	—	$273K	1.5%
DFA US CORE EQUITY 1 INSTITUTIONAL CLASS Mutual Fund -	Mutual Funds	—	—	$272K	1.5%
VANGUARD SELECTED VALUE INVESTOR SHARES Mutual Fund -	Mutual Funds	—	—	$254K	1.4%
VANGUARD VALUE INDEX ADMIRAL SHARES Mutual Fund -	Mutual Funds	—	—	$231K	1.3%
DFA US SMALL CAP VALUE INSTITUTIONAL CLASS Mutual Fund -	Mutual Funds	—	—	$198K	1.1%
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME CLASS R6 Mutual Fund -	Mutual Funds	—	—	$188K	1.0%
VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL SHARES Mutual Fund -	Mutual Funds	—	—	$185K	1.0%
INVESCO OPPENHEIMER INTERNATIONAL GROWTH CLASS R6 Mutual Fund -	Mutual Funds	—	—	$121K	0.7%
VANGUARD INTERNATIONAL VALUE INVESTOR SHARES Mutual Fund -	Mutual Funds	—	—	$105K	0.6%
BAIRD AGGREGATE BOND CLASS INSTITUTIONAL Mutual Fund -	Other securities	—	—	$102K	0.6%
Investments at contract value * LINCOLN STABLE VALUE FUND Guaranteed Investment Contract -	Stable Value	—	—	$99K	0.5%
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME CLASS R6 Mutual Fund -	Mutual Funds	—	—	$94K	0.5%
PGIM JENNISON SMALL COMPANY CLASS R6 Mutual Fund -	Common Stocks	—	—	$86K	0.5%
VANGUARD INFLATION PROTECTED SECURITIES ADMIRAL SHARES Mutual Fund -	Mutual Funds	—	—	$76K	0.4%
VANGUARD REAL ESTATE INDEX ADMIRAL SHARES Mutual Fund -	Mutual Funds	—	—	$68K	0.4%
PIMCO INCOME INSTITUTIONAL CLASS Mutual Fund -	Mutual Funds	—	—	$37K	0.2%
PIMCO COMMODITYREALRETURN STRATEGY INSTITUTIONAL CLASS Mutual Fund -	Mutual Funds	—	—	$28K	0.2%
FEDERATED GOVERNMENT ULTRASHORT DURATION CLASS R6 Mutual Fund -	Other securities	—	—	$20K	0.1%
EATON VANCE INCOME OF BOSTON CLASS R6 Mutual Fund -	Other securities	—	—	$6K	<0.1%