How big is New EPI Inc.'s plan?

New EPI Inc.'s plan reported $618K in assets and 3 participants for 2024.

Original filing (PDF)20250717135315NAL0000400481001

New EPI Inc.

Name: New EPI Inc. — New EPI Profit Sharing Plan, Form 5500 (2024)
Creator: New EPI Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New EPI Profit Sharing Plan

Defined-contribution retirement plan · New EPI Inc.'s New EPI Profit Sharing Plan held $618K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

People on this filing

Trina Lee signed New EPI Inc.'s 2024 Form 5500 as plan administrator.

Trina Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

New EPI Inc.'s EIN is 36-4314845.

EIN 36-4314845

Plan number 001

Plan year 2024

ACK ID 20250717135315NAL0000400481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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

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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 average account balance (96th percentile).

Plan sponsor

Name

NEW EPI INC

EIN

all filings

Address

13612 MIDWAY RD STE 104 · DALLAS, TX · 752443402

Phone

(214) 264-7164

Industry

Professional & Technical Services

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

2025-07-17

Pension benefit codes

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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