Original filing (PDF)20250728141534NAL0000842451001

EPIC3, INC.

Name: EPIC3, INC. — EPIC3, INC. 401(K) PLAN, Form 5500 (2024)
Creator: EPIC3, INC.

Form 5500-SF

FILING_RECEIVED

EPIC3, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

280

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC3, INC..

Plan sponsor

Name

EPIC3, INC.

EIN

39-2015434

Address

2211 EAGLE DR. · MIDDLETON, WI · 53562

Phone

(608) 824-0043

Industry

Retail Tradesee 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

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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