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Original filing (PDF)20251008161407NAL0006118545001
EPI PRINTERS, INC.
Form 5500
FILING_RECEIVED
EPI PRINTERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
458
Accounts w/ balance
313
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPI PRINTERS, INC..
Plan sponsor
Name
EPI PRINTERS, INC.
EIN
38-1625912
Address
5404 WAYNE ROAD · BATTLE CREEK, MI · 49037
Phone
(269) 968-0804
Industry
Manufacturingsee all
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YEO AND YEO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-3416104 | — | TRUSTEE | $75K | — |
Investments
30 direct securities· $16.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| William Blair William Blair Large Cap Growth Fund | — | — | — | $3.5M | 21.3% | |
| Vanguard 500 Index Fund | — | — | — | $1.6M | 9.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund ** 960 T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $1.5M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $1.4M | 8.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.3M | 8.0% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $921K | 5.6% | |
| Greenleaf Trust Self-directed brokerage account | — | — | — | $747K | 4.6% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund | — | — | — | $619K | 3.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $614K | 3.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $598K | 3.7% | |
| Wasatch Core Growth Institutional | — | — | — | $451K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $417K | 2.5% | |
| T. Rowe Price T. Rowe Price Mid Cap Value Fund | — | — | — | $306K | 1.9% | |
| Hartford International Opportunity R6 | — | — | — | $303K | 1.9% | |
| Mututal funds BlackRock Equity Dividend | — | — | — | $297K | 1.8% | |
| Northern Trust Money Market | — | — | — | $252K | 1.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $220K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $213K | 1.3% | |
| T. Rowe Price T. Rowe Spectrum Conserv Alloc Fund | — | — | — | $181K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $157K | 1.0% | |
| Vanguard Short-Term Investment Grade Fund | — | — | — | $137K | 0.8% | |
| Participant loans Interest rates range from 5.25% to 9.50% -0- | — | — | — | $121K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $103K | 0.6% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $86K | 0.5% | |
| Vanguard Intermediate Term Treasury Fund | — | — | — | $42K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | — | — | — | $41K | 0.3% | |
| Macquarie Asset Management Macquarie Emerging Markets Fund R6 | — | — | — | $36K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $34K | 0.2% | |
| Delaware Small Cap Value | — | — | — | $33K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $4K | <0.1% |
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