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Original filing (PDF)20250909165359NAL0020434401001
EPIC SYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
EPIC SYSTEMS CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
13,997
Accounts w/ balance
22,521
Plan assets (EOY)
$2.9B
Net assets (EOY)
$2.9B
How this plan invests
This plan
21 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC SYSTEMS CORPORATION.
Plan sponsor
Name
EPIC SYSTEMS CORPORATION
EIN
39-1319950
Address
1979 MILKY WAY · VERONA, WI · 53593
Phone
(608) 271-9000
Industry
Professional & Technical Servicessee 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
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $276K | — |
Investments
30 direct securities · 21 pooled funds· $5.1B(100% of reported assets)
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.
Uncategorized
$2.7B
30 holdings
Common Collective Trust
$2.4B
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Target Date N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $108.8M | 3.8% | |
| Fidelity Freedom Index 2065 Target Date N/R | — | — | — | $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 | — | — | — | $50.4M | 1.7% | |
| Shares * Fidelity U.S. Bond Index Fund N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $41.7M | 1.4% | |
| Spartan SP Extended Market Index CL E N/R | — | — | — | $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 | — | — | — | $38.5M | 1.3% | |
| JPMorgan Chase JPMorgan Mid Cap Value Fund N/R | — | — | — | $38.2M | 1.3% | |
| Dodge & Cox Dodge & Cox Stock Fund X N/R | — | — | — | $37.6M | 1.3% | |
| American Funds American Funds Europac Growth Fund N/R | — | — | — | $36.7M | 1.3% | |
| Fidelity Freedom Index 2030 Target Date N/R | — | — | — | $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 | — | — | — | $26.1M | 0.9% | |
| Spartan SP Emerging Markets Index CL E N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $8.3M | 0.3% | |
| DFA Inflation-Protected Securities N/R | — | — | — | $7.1M | 0.2% | |
| Fidelity Government Money Market Fund N/R | — | — | — | $6.1M | 0.2% | |
| Fidelity Freedom Index 2020 Target Date N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.9M | <0.1% | |
| Fidelity Freedom Index 2015 Target Date N/R | — | — | — | $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 | — | — | — | $629K | <0.1% | |
| FID FRDM INX 2010 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $629K | <0.1% | |
| FID FRDM INX 2005 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |