How big is Epic Strategies, LLC's plan?

Epic Strategies, LLC's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250626163554NAL0021240930001

Epic Strategies, LLC

Name: Epic Strategies, LLC — Fidelity Keogh Money Purchase, Form 5500 (2024)
Creator: Epic Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fidelity Keogh Money Purchase Plan

Defined-contribution retirement plan · Epic Strategies, LLC's Fidelity Keogh Money Purchase Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Eric Peterson signed Epic Strategies, LLC's 2024 Form 5500 as plan administrator.

Eric Peterson — 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

Epic Strategies, LLC's EIN is 52-2121495.

EIN 52-2121495

Plan number 001

Plan year 2024

ACK ID 20250626163554NAL0021240930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epic Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Strategies, LLC's plan includes money-purchase contributions.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score