Original filing (PDF)20240520120420NAL0002260546001

EPICENTER

Name: EPICENTER — EPICENTER 403(B) PLAN, Form 5500 (2023)
Creator: EPICENTER

Form 5500-SF

FILING_RECEIVED

EPICENTER 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPICENTER.

Plan sponsor

Name

EPICENTER

EIN

47-3459829

Address

PO BOX 830534 · SAN ANTONIO, TX · 78283

Phone

(210) 904-2711

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Utilities plans

RICHARDS ELECTRIC SUPPLY CO., INC.

RICHARDS ELECTRIC SUPPLY CO., INC. SAVINGS AND SECURITY PLAN

TANGLEWOOD SOLAR & ELECTRIC LLC

ULTRAGLOW 401(K) RETIREMENT SAVINGS PLAN

NATIONAL GRID USA SERVICE COMPANY, INC.

NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER NON-REPRESENTED

BROOKFIELD POWER US HOLDING AMERICA CO.

BROOKFIELD PENSION PLAN

EDF RENEWABLES DISTRIBUTED SOLUTIONS INC.