Melissa Bezas signed Epitec, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epitec, Inc.'s EIN is 38-2563079.
Download the official 2024 Form 5500 (PDF) for Epitec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epitec, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $8.9M | 18.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $5.0M | 10.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $4.0M | 8.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $3.7M | 7.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.0M | 6.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.0M | 6.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 6.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 5.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 4.9% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 4.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 4.2% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.6M | 3.4% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $973K | 2.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $854K | 1.8% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $650K | 1.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $354K | 0.8% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $334K | 0.7% | |
| AMC HERITAGE R6 | Registered Investment Companies | — | — | $326K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $291K | 0.6% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $274K | 0.6% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $271K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $221K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $190K | 0.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $188K | 0.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $180K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $176K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $163K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $144K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $136K | 0.3% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $18K |
| — |
