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Original filing (PDF)20250623050525NAL0003425027001
EPIC SCIENCES, INC.
Form 5500
FILING_RECEIVED
EPIC SCIENCES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
97
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC SCIENCES, INC..
Plan sponsor
Name
EPIC SCIENCES, INC.
EIN
61-1577455
Address
9381 JUDICIAL DRIVE, SUITE 200 · SAN DIEGO, CA · 92121
Phone
(858) 256-7899
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANCHEC(K) CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $10K | — |
Investments
25 direct securities · 1 pooled fund· $5.7M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$5.7M
25 holdings
Common Collective Trust
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $826K | 14.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $500K | 8.6% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $487K | 8.3% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $473K | 8.1% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $459K | 7.9% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $430K | 7.4% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $405K | 6.9% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $339K | 5.8% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $265K | 4.5% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $224K | 3.8% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $208K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $174K | 3.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $169K | 2.9% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $161K | 2.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $138K | 2.4% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $104K | 1.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $65K | 1.1% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $59K | 1.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $54K | 0.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $41K | 0.7% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $37K | 0.6% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $31K | 0.5% | |
| VIRTUS KAR SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $23K | 0.4% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $15K | 0.3% |
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