How big is Epoch Group Inc.'s plan?

Epoch Group Inc.'s plan reported $403K in assets and 92 participants for 2024.

Original filing (PDF)20250606052318NAL0012083297001

Epoch Group Inc.

Name: Epoch Group Inc. — Epoch Group Inc. 401(k) Plan, Form 5500 (2024)
Creator: Epoch Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epoch Group Inc. 401(k) Plan

401(k) retirement plan · Epoch Group Inc.'s Epoch Group Inc. 401(k) Plan held $403K in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

People on this filing

Nick Rice signed Epoch Group Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Epoch Group Inc.'s EIN is 47-2367163.

EIN 47-2367163

Plan number 001

Plan year 2024

ACK ID 20250606052318NAL0012083297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epoch Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epoch Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPOCH GROUP INC.

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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