Back to filter
Original filing (PDF)20250427220324NAL0011776209001
EPI, P.C.
Form 5500-SF
FILING_RECEIVED
EPI, P.C. PROFIT SHARING AND 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
18
Accounts w/ balance
18
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPI, P.C..
Plan sponsor
Name
EPI, P.C.
EIN
38-3070749
Address
8075 42ND AVE · HUDSONVILLE, MI · 49426
Phone
(616) 485-4313
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-04-27
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Physicians plans
TACOMA VALLEY RADIATION ONCOLOGY CENTER, INC., P.S.
PUGET SOUND RADIATION ONCOLOGY, INC., P.S. 401(K) PSP AND TRUST
$22.0M · 58 participants
YIUM, SHENOUDA & MILLER PTRSHP
NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
$22.0M · 102 participants
X-RAY ASSOCIATES OF LOUISVILLE, P.S.C.
X-RAY ASSOCIATES OF LOUISVILLE, P.S.C. 401(K) PLAN
$22.1M · 16 participants
ORTHOPAEDIC CARE SPECIALISTS, P.L.
ORTHOPAEDIC CARE SPECIALISTS, P.L. PROFIT SHARING PLAN
$22.0M · 24 participants
MEDICAL COLLEAGUES OF TEXAS, LLP
MEDICAL COLLEAGUES OF TEXAS, LLP SAFE HARBOR 401(K) PLAN
$22.1M · 43 participants
WINCHESTER PEDIATRIC CLINIC, P.C.
WINCHESTER PEDIATRIC CLINIC PC 401K PSP
$22.0M · 38 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants