Original filing (PDF)20251014092452NAL0003482944001

Epiphany Business Services, LLC

Name: Epiphany Business Services, LLC — Epiphany Business, Form 5500 (2024)
Creator: Epiphany Business Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Epiphany Business Services, LLC Profit Sharing Plan and Trust

401(k) retirement plan · Epiphany Business Services, LLC's Epiphany Business Services, LLC Profit Sharing Plan and Trust held $37.7M in plan assets for 1,220 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,220

Accounts w/ balance

1,174

Plan assets (EOY)

$37.7M

Net assets (EOY)

$37.7M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).
Bottom-decile employer contributions per participant (4th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EPIPHANY BUSINESS SERVICES, LLC

EIN

all filings

Address

7300 RANCH ROAD 2222 · BLDG 1 STE 200 · AUSTIN, TX · 78730

Phone

(512) 628-0465

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$121K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANT RETIREMENT SERVICES	33-0785439	—	ADVISOR	$66K	—
STRATEGIC ADVISORS, INC.

Investments

31 direct securities · 1 pooled fund· $37.7M(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.

Mutual Funds

$28.1M

21 holdings

Common Collective Trusts

$8.1M

4 holdings

Other securities

$1.4M

6 holdings

Common Collective Trust

$176K

1 holding

					% of plan
Fidelity Management Trust Company Total Market Index Fund	Common Collective Trusts	—	—	$5.5M	14.6%
Fidelity Management Trust Company Freedom Index 2045 IPR	Mutual Funds	—	—	$5.0M	13.2%
Fidelity Management Trust Company Freedom Index 2050 IPR	Mutual Funds	—	—	$4.7M	12.6%
Fidelity Management Trust Company Freedom Index 2030 IPR	Mutual Funds	—	—	$4.0M	10.7%
Fidelity Management Trust Company Freedom Index 2055 IPR	Mutual Funds	—	—	$2.7M	7.2%
Fidelity Management Trust Company Freedom Index 2035 IPR	Mutual Funds	—	—	$2.5M	6.6%
Fidelity Management Trust Company Freedom Index 2040 IPR	Mutual Funds	—	—	$2.4M	6.4%
MFS Growth R6 Fund	Mutual Funds	—	—	$1.5M	3.9%
Fidelity Management Trust Company International Index Fund	Common Collective Trusts	—	—	$1.3M	3.4%
Fidelity Management Trust Company Freedom Index 2060 IPR	Mutual Funds	—	—	$1.1M	2.9%
Fidelity Management Trust Company Mid Cap Index Fund	Common Collective Trusts	—	—	$916K	2.4%
Fidelity Management Trust Company Freedom Index 2025 IPR	Mutual Funds	—	—	$719K	1.9%
Fidelity Management Trust Company Freedom Index 2020 IPR	Mutual Funds	—	—	$643K	1.7%
Fidelity Management Trust Company US Bond Index	Mutual Funds	—	—	$623K	1.7%
Fidelity Management Trust Company Government Money Market	Mutual Funds	—	—	$536K	1.4%
Fidelity Management Trust Company Freedom Index 2065 IPR	Mutual Funds	—	—	$531K	1.4%
maturing at various dates through December 2029 -	Other securities	—	—	$444K	1.2%
JP Morgan U.S. Value Fund R6	Other securities	—	—	$421K	1.1%
Fidelity Management Trust Company Small Cap Index Fund	Common Collective Trusts	—	—	$391K	1.0%
Fidelity Management Trust Company Freedom Index 2015 IPR	Mutual Funds	—	—	$373K	1.0%
Fidelity Management Trust Company Real Estate Investment Fund	Mutual Funds	—	—	$257K	0.7%
Invesco Core Bond Fund Class Y	Mutual Funds	—	—	$233K	0.6%
JP Morgan Small Cap Growth Fund R6	Other securities	—	—	$229K	0.6%
GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$176K	0.5%
Fidelity Management Trust Company Small Cap Value	Mutual Funds	—	—	$131K	0.3%
PGIM J Mid-Cap GR R6	Other securities	—	—	$129K	0.3%
PGIM High Yield Fund R6	Other securities	—	—	$89K	0.2%
American Century Mid Cap Value Fund R5	Other securities	—	—	$88K	0.2%
Fidelity Management Trust Company Freedom Index Income IPR	Mutual Funds	—	—	$33K	<0.1%
Fidelity Management Trust Company Freedom Index 2010 IPR	Mutual Funds	—	—	$22K	<0.1%
DFA Inflation Protected Securities Portfolio	Mutual Funds	—	—	$13K	<0.1%
Fidelity Management Trust Company Freedom Index 2070 IPR	Mutual Funds	—	—	$2K	<0.1%