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EPIC HOME CARE, INC. DBA HOME INSTEAD SENIOR CARE — EPIC HOME CARE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250528153618NAL0007198961001
EPIC HOME CARE, INC. DBA HOME INSTEAD SENIOR CARE
Form 5500-SF
FILING_RECEIVED
EPIC HOME CARE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
19
Plan assets (EOY)
$756K
Net assets (EOY)
$756K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EPIC HOME CARE, INC. DBA HOME INSTEAD SENIOR CARE
.
Find decision makers
Plan sponsor
Name
EPIC HOME CARE, INC. DBA HOME INSTEAD SENIOR CARE
EIN
47-2762387
Address
3025 GRAPE ROAD · MISHAWAKA, IN · 46545
Phone
(574) 256-1479
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
DEFINITI
EIN
85-0833363
City
ERIE, PA
Phone
(866) 497-5501
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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