EPI Printers, Inc.'s EIN is 38-1625912.
Download the official 2024 Form 5500 (PDF) for EPI Printers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EPI Printers, Inc.'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 |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-3416104 | — | TRUSTEE | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| William Blair William Blair Large Cap Growth Fund | Other securities | — | — | $3.5M | 21.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 9.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund ** 960 T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.5M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $1.4M | 8.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 8.0% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $921K | 5.6% | |
| Greenleaf Trust Self-directed brokerage account | Self-Directed Brokerage | — | — | $747K | 4.6% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $619K | 3.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $614K | 3.8% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $598K | 3.7% | |
| Wasatch Core Growth Institutional | Other securities | — | — | $451K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $417K | 2.5% | |
| T. Rowe Price T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $306K | 1.9% | |
| Hartford International Opportunity R6 | Other securities | — | — | $303K | 1.9% | |
| Mututal funds BlackRock Equity Dividend | Other securities | — | — | $297K | 1.8% | |
| Northern Trust Money Market | Cash / Money Market | — | — | $252K | 1.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $220K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $213K | 1.3% | |
| T. Rowe Price T. Rowe Spectrum Conserv Alloc Fund | Other securities | — | — | $181K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $157K | 1.0% | |
| Vanguard Short-Term Investment Grade Fund | Mutual Funds | — | — | $137K | 0.8% | |
| Participant loans Interest rates range from 5.25% to 9.50% -0- | Bonds / Notes | — | — | $121K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $103K | 0.6% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $86K | 0.5% | |
| Vanguard Intermediate Term Treasury Fund | Mutual Funds | — | — | $42K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $41K | 0.3% | |
| Macquarie Asset Management Macquarie Emerging Markets Fund R6 | Other securities | — | — | $36K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $34K | 0.2% | |
| Delaware Small Cap Value | Other securities | — | — | $33K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
