Original filing (PDF)20250626163554NAL0021240930001

EPIC STRATEGIES, LLC

Name: EPIC STRATEGIES, LLC — FIDELITY KEOGH MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: EPIC STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

FIDELITY KEOGH MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC STRATEGIES, LLC.

Plan sponsor

Name

EPIC STRATEGIES, LLC

EIN

52-2121495

Address

124 THORNBERRY RD · OAKLAND, MD · 215507025

Phone

(443) 994-1066

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Name

ERIC PETERSON

EIN

52-2121495

City

OAKLAND, MD

Phone

(443) 994-1066

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Custom Computer Programming plans

HANDEL INFORMATION TECHNOLOGIES INC

HANDEL 401(K) PLAN

$1.9M · 17 participants

CAF2CODE LLC

CAF2CODE 401(K) PLAN

$1.9M · 26 participants

LEADCRUNCH

LEADCRUNCH 401(K) PLAN

$1.9M · 14 participants

JOINT TACTICS AND TECHNOLOGIES, LLC

JTT 401(K) PLAN

$1.9M · 54 participants

THE SUPPORT GROUP, INC.

THE SUPPORT GROUP INC.

$1.9M · 9 participants