How big is Epicor Software Corporation's plan?

Epicor Software Corporation's plan reported $618.6M in assets and 2,084 participants for 2024.

Original filing (PDF)20251013164750NAL0001619553001

Epicor Software Corporation

Name: Epicor Software Corporation — Epicor Software 401(k), Form 5500 (2024)
Creator: Epicor Software Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Epicor Software 401(k) Savings Plan

401(k) retirement plan · Epicor Software Corporation's Epicor Software 401(k) Savings Plan held $618.6M in plan assets for 2,084 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

100% in single holdingCorrective distributions issued

Active participants

2,084

Accounts w/ balance

3,003

Plan assets (EOY)

$618.6M

Net assets (EOY)

$618.6M

People on this filing

Cristabel LIM signed Epicor Software Corporation's 2024 Form 5500 as plan administrator.

Cristabel LIM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Epicor Software Corporation's EIN is 45-1478440.

EIN 45-1478440

Plan number 001

Plan year 2024

ACK ID 20251013164750NAL0001619553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epicor Software Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epicor Software Corporation's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPICOR SOFTWARE CORPORATION.

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How this plan invests

This plan

15 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

EPICOR SOFTWARE CORPORATION

EIN

all filings

Address

807 LAS CIMAS PARKWAY · SUITE 200 · AUSTIN, TX · 787465179

Phone

(440) 519-2690

Industry

Software Publishers· Information / Tech / Media

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$1.1M	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$42K	—

Investments

1 direct security · 15 pooled funds· $847.8M(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.

Other

$613.7M

1 holding

Common Collective Trust

$234.1M

15 holdings

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$613.7M	99.2%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$45.4M	7.3%
FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202	Common Collective Trust	—	—	$31.9M	5.2%
FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201	Common Collective Trust	—	—	$29.8M	4.8%
FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203	Common Collective Trust	—	—	$27.4M	4.4%
FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200	Common Collective Trust	—	—	$23.0M	3.7%
FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204	Common Collective Trust	—	—	$17.0M	2.8%
FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205	Common Collective Trust	—	—	$12.9M	2.1%
FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199	Common Collective Trust	—	—	$12.5M	2.0%
FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206	Common Collective Trust	—	—	$12.1M	1.9%
BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003	Common Collective Trust	—	—	$8.8M	1.4%
FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207	Common Collective Trust	—	—	$5.9M	1.0%
FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208	Common Collective Trust	—	—	$2.8M	0.4%
FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198	Common Collective Trust	—	—	$2.1M	0.3%
FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195	Common Collective Trust	—	—	$2.1M	0.3%
FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197	Common Collective Trust	—	—	$392K	<0.1%