How big is Epic Financial LLC's plan?

Epic Financial LLC's plan reported $473 in assets and 2 participants for 2024.

Original filing (PDF)20251126140611NAL0002448627001

Epic Financial LLC

Name: Epic Financial LLC — Epic Financial LLC SOCA Benefit, Form 5500 (2024)
Creator: Epic Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Financial LLC SOCA Benefit Plan

Health & welfare plan · Epic Financial LLC's Epic Financial LLC SOCA Benefit Plan held $473 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$473

Net assets (EOY)

$162

People on this filing

Matt Appenzeller signed Epic Financial LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Financial LLC's EIN is 46-3728877.

EIN 46-3728877

Plan number 501

Plan year 2024

ACK ID 20251126140611NAL0002448627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epic Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Financial LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score