Timothy Toepel signed Epic Systems Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epic Systems Corporation's EIN is 39-1319950.
Download the official 2024 Form 5500 (PDF) for Epic Systems Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epic Systems Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $276K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Target Date N/R | Mutual Funds | — | — | $421.9M | 14.5% | |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $421.9M | 14.5% | |
| Fidelity Freedom Index 2060 Target Date N/R | Mutual Funds | — | — | $394.4M | 13.6% | |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $394.4M | 13.6% | |
| Spartan SP Total Market Index CL E N/R | Common Collective Trusts | — | — | $392.8M | 13.5% | |
| SP TTL MRKT IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $392.8M | 13.5% | |
| Fidelity Freedom Index 2050 Target Date N/R | Mutual Funds | — | — | $321.5M | 11.1% | |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $321.5M | 11.1% | |
| Spartan SP Large Cap Growth Index CL E N/R | Other securities | — | — | $312.2M | 10.8% | |
| SP LC GRW IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 003 | Common Collective Trust | — | — | $312.2M | 10.8% | |
| Fidelity Freedom Index 2045 Target Date N/R | Mutual Funds | — | — | $145.0M | 5.0% | |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $145.0M | 5.0% | |
| Fidelity Freedom Index 2040 Target Date N/R | Mutual Funds | — | — | $109.9M | 3.8% | |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $109.9M | 3.8% | |
| Fidelity BrokerageLink N/R | Mutual Funds | — | — | $108.8M | 3.8% | |
| Fidelity Freedom Index 2065 Target Date N/R | Mutual Funds | — | — | $51.6M | 1.8% | |
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $51.6M | 1.8% | |
| Vanguard FTSE Social Index Fund Institutional N/R | Common Collective Trusts | — | — | $50.4M | 1.7% | |
| Shares * Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $48.9M | 1.7% | |
| SP INTL INDEX E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $43.2M | 1.5% | |
| Fidelity Freedom Index 2035 Target Date N/R | Mutual Funds | — | — | $42.9M | 1.5% | |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $42.9M | 1.5% | |
| Eagle AM Eagle Mid-Cap Growth Fund Class R6 N/R | Other securities | — | — | $41.7M | 1.4% | |
| Spartan SP Extended Market Index CL E N/R | Other securities | — | — | $40.9M | 1.4% | |
| SP EXT MKT IDX CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $40.9M | 1.4% | |
| Fidelity Low-Priced Stock Fund N/R | Mutual Funds | — | — | $38.5M | 1.3% | |
| JPMorgan Chase JPMorgan Mid Cap Value Fund N/R | Other securities | — | — | $38.2M | 1.3% | |
| Dodge & Cox Dodge & Cox Stock Fund X N/R | Mutual Funds | — | — | $37.6M | 1.3% | |
| American Funds American Funds Europac Growth Fund N/R | Mutual Funds | — | — | $36.7M | 1.3% | |
| Fidelity Freedom Index 2030 Target Date N/R | Mutual Funds | — | — | $28.1M | 1.0% | |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $28.1M | 1.0% | |
| Delaware Group Equity Delaware Small Cap Core Fund Class R6 N/R | Common Stocks | — | — | $26.1M | 0.9% | |
| Spartan SP Emerging Markets Index CL E N/R | Other securities | — | — | $19.9M | 0.7% | |
| SP EM MKT IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 007 | Common Collective Trust | — | — | $19.9M | 0.7% | |
| C&S US REALTY A SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $16.8M | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.9M | 0.5% | |
| Fidelity Freedom Index 2025 Target Date N/R | Mutual Funds | — | — | $9.3M | 0.3% | |
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $9.3M | 0.3% | |
| PIMCO CommoditiesPLUS Strategy Fund N/R | Mutual Funds | — | — | $8.3M | 0.3% | |
| DFA Inflation-Protected Securities N/R | Mutual Funds | — | — | $7.1M | 0.2% | |
| Fidelity Government Money Market Fund N/R | Mutual Funds | — | — | $6.1M | 0.2% | |
| Fidelity Freedom Index 2020 Target Date N/R | Mutual Funds | — | — | $3.7M | 0.1% | |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $3.7M | 0.1% | |
| Fidelity Freedom Index Inc Target Date N/R | Mutual Funds | — | — | $3.2M | 0.1% | |
| FID FRDM INX INC Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $3.2M | 0.1% | |
| T. Rowe Price Emerging Markets Bond I N/R | Other securities | — | — | $1.9M | <0.1% | |
| Fidelity Freedom Index 2015 Target Date N/R | Mutual Funds | — | — | $1.1M | <0.1% | |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Fidelity Freedom Index 2010 Target Date N/R | Mutual Funds | — | — | $629K | <0.1% | |
| FID FRDM INX 2010 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $629K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
