How big is Epic Strategies, LLC's plan?

Epic Strategies, LLC's plan reported $471K in assets and 27 participants for 2022.

Original filing (PDF)20231003150019NAL0018342353001

Epic Strategies, LLC

Name: Epic Strategies, LLC — Epic Strategies, LLC 401(k), Form 5500 (2022)
Creator: Epic Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Strategies, LLC 401(k) Plan

401(k) retirement plan · Epic Strategies, LLC's Epic Strategies, LLC 401(k) Plan held $471K in plan assets for 27 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$470K

People on this filing

Stephanie Lindsay signed Epic Strategies, LLC's 2022 Form 5500 as plan administrator.

Stephanie Lindsay — 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

Epic Strategies, LLC's EIN is 45-5082227.

EIN 45-5082227

Plan number 001

Plan year 2022

ACK ID 20231003150019NAL0018342353001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Epic Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Epic Strategies, LLC's plan includes profit-sharing, automatic enrollment, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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