How big is Epic Investments LLC's plan?

Epic Investments LLC's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250716094228NAL0006595666001

Epic Investments LLC

Name: Epic Investments LLC — Epic Investments 401(k), Form 5500 (2024)
Creator: Epic Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Investments 401(k)

401(k) retirement plan · Epic Investments LLC's Epic Investments 401(k) held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Shirley Horner signed Epic Investments LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Investments LLC's EIN is 46-5710537.

EIN 46-5710537

Plan number 001

Plan year 2024

ACK ID 20250716094228NAL0006595666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off