Original filing (PDF)20240520120420NAL0002260546001

Epicenter

Name: Epicenter — Epicenter 403(b) Plan, Form 5500 (2023)
Creator: Epicenter
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epicenter 403(b) Plan

403(b) retirement plan · Epicenter's Epicenter 403(b) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kimberly Britton signed Epicenter's 2023 Form 5500 as plan administrator.

Kimberly Britton — 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

Epicenter's EIN is 47-3459829.

EIN 47-3459829

Plan number 001

Plan year 2023

ACK ID 20240520120420NAL0002260546001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Epicenter from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Epicenter's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EPICENTER

EIN

all filings

Address

PO BOX 830534 · SAN ANTONIO, TX · 78283

Phone

(210) 904-2711

Industry

Utilities

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

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