Original filing (PDF)20250505093150NAL0007971089002

THE EPPSTEIN GROUP, INC.

Name: THE EPPSTEIN GROUP, INC. — CAPITOL ALLIANCE SECURITY PLAN FOR EMPLOYEES RETIREMENT, Form 5500 (2024)
Creator: THE EPPSTEIN GROUP, INC.

Form 5500-SF

FILING_RECEIVED

CAPITOL ALLIANCE SECURITY PLAN FOR EMPLOYEES RETIREMENT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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 THE EPPSTEIN GROUP, INC..

Plan sponsor

Name

THE EPPSTEIN GROUP, INC.

EIN

75-1865268

Address

2830 S. HULEN ST. #361 · FORT WORTH, TX · 76109

Phone

(817) 737-3656

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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