Original filing (PDF)20251008181412NAL0003194627001

EPT Legal LLC

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

Form 5500-SF

FILING_RECEIVED

EPT Legal LLC 401(k) Plan

401(k) retirement plan · EPT Legal LLC's EPT Legal LLC 401(k) Plan held $418K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$418K

Net assets (EOY)

$418K

Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

EPT LEGAL LLC

EIN

47-2974317all filings

Address

403 MAIN STREET · ARMONK, NY · 10504

Phone

(718) 926-6348

Industry

Law Offices· Professional & Technical Services

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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