How big is Epic Systems Group, LLC's plan?

Epic Systems Group, LLC's plan reported $8.6M in assets and 56 participants for 2024.

Original filing (PDF)20250905173309NAL0010720307001

Epic Systems Group, LLC

Name: Epic Systems Group, LLC — Epic Systems Group, LLC, Form 5500 (2024)
Creator: Epic Systems Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Systems Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Epic Systems Group, LLC's Epic Systems Group, LLC 401(k) Profit Sharing Plan held $8.6M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Laurie a Phillips signed Epic Systems Group, LLC's 2024 Form 5500 as plan administrator.

Laurie a Phillips — 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

Epic Systems Group, LLC's EIN is 83-1043493.

EIN 83-1043493

Plan number 002

Plan year 2024

ACK ID 20250905173309NAL0010720307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epic Systems Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Systems Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPIC SYSTEMS GROUP, LLC.

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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

Knocking points off