Original filing (PDF)20231003150019NAL0018342353001

EPIC STRATEGIES, LLC

Name: EPIC STRATEGIES, LLC — EPIC STRATEGIES, LLC 401(K) PLAN, Form 5500 (2022)
Creator: EPIC STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

EPIC STRATEGIES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$470K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPIC STRATEGIES, LLC.

Plan sponsor

Name

EPIC STRATEGIES, LLC

EIN

45-5082227

Address

1370 E PRIMEROSE ST STE A · SPRINGFIELD, MO · 65804

Phone

(417) 368-2962

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2K · 401(m) arrangement

2S · Automatic enrollment

3F · Sponsor used leased employees

2F · ERISA section 404(c)

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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