How big is The Eppstein Group, Inc.'s plan?

The Eppstein Group, Inc.'s plan reported $8.9M in assets and 3 participants for 2024.

Original filing (PDF)20250505093150NAL0007971089002

The Eppstein Group, Inc.

Name: The Eppstein Group, Inc. — Capitol Alliance Security, Form 5500 (2024)
Creator: The Eppstein Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitol Alliance Security Plan for Employees Retirement

401(k) retirement plan · The Eppstein Group, Inc.'s Capitol Alliance Security Plan for Employees Retirement held $8.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

The Eppstein Group, Inc.'s EIN is 75-1865268.

EIN 75-1865268

Plan number 001

Plan year 2024

ACK ID 20250505093150NAL0007971089002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Eppstein Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Eppstein Group, Inc.'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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THE EPPSTEIN GROUP, INC.

EIN

all filings

Address

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

Phone

(817) 737-3656

Industry

Professional & Technical Services

Plan administrator