How big is Eppes & Plumblee, P.A.'s plan?

Eppes & Plumblee, P.A.'s plan reported $1.3M in assets and 5 participants for 2025.

Original filing (PDF)20260423085231NAL0007165904001

Eppes & Plumblee, P.A.

Name: Eppes & Plumblee, P.A. — Eppes & Plumblee, P.A., Form 5500 (2025)
Creator: Eppes & Plumblee, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eppes & Plumblee, P.A. 401(k) Retirement Plan

401(k) retirement plan · Eppes & Plumblee, P.A.'s Eppes & Plumblee, P.A. 401(k) Retirement Plan held $1.3M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Eppes & Plumblee, P.A.'s EIN is 58-2316794.

EIN 58-2316794

Plan number 001

Plan year 2025

ACK ID 20260423085231NAL0007165904001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Eppes & Plumblee, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Eppes & Plumblee, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EPPES & PLUMBLEE, P.A.

EIN

all filings

Address

1225 SOUTH CHURCH STREET · GREENVILLE, SC · 29605

Phone

(864) 235-2600

Industry

Law Offices· Professional & Technical Services

Plan administrator