How big is EPR Systems USA Inc.'s plan?

EPR Systems USA Inc.'s plan reported $501K in assets and 24 participants for 2024.

Original filing (PDF)20250620100054NAL0003796737001

EPR Systems USA Inc.

Name: EPR Systems USA Inc. — Form 5500 (2024)
Creator: EPR Systems USA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · EPR Systems USA Inc. held $501K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$501K

Net assets (EOY)

$501K

People on this filing

Penny Yountz signed EPR Systems USA Inc.'s 2024 Form 5500 as plan administrator.

Penny Yountz — 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

EPR Systems USA Inc.'s EIN is 81-3675379.

EIN 81-3675379

Plan number 001

Plan year 2024

ACK ID 20250620100054NAL0003796737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EPR Systems USA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EPR Systems USA 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.

Plan sponsor

Name

EPR SYSTEMS USA INC

EIN

all filings

Address

1016 LASALLE STREET · JACKSONVILLE, FL · 32207

Phone

(941) 961-5377

Industry

Information / Tech / Media

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

2025-06-20

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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