Mike Gamby signed Epcon Communities Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epcon Communities Services, LLC's EIN is 83-2809723.
Download the official 2024 Form 5500 (PDF) for Epcon Communities Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epcon Communities Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUDROS, RUHLIN & ROE, INC. | 31-1237051 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.3M | 14.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $2.7M | 12.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.9M | 8.8% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $1.7M | 7.7% | |
| FIDELITY OVERSEAS FUND K | Registered Investment Companies | — | — | $1.3M | 6.0% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.1M | 5.0% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $984K | 4.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $948K | 4.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $777K | 3.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $764K | 3.5% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $720K | 3.3% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $661K | 3.0% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $618K | 2.8% | |
| FEDERATED TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $504K | 2.3% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $502K | 2.3% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $434K | 2.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $392K | 1.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $358K | 1.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $277K | 1.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $231K | 1.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $230K | 1.1% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $228K | 1.0% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $199K | 0.9% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $193K | 0.9% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $176K | 0.8% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $170K | 0.8% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $159K | 0.7% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $138K | 0.6% | |
| DUE AT VARYING MATURITY DATES THROUGH JULY, 2030 PARTICIPANT LOANS | Participant loans | — | — | $90K | 0.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $87K | 0.4% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $24K | 0.1% | |
| BLACKROCK 40 60 TARGET ALLOC K | Registered Investment Companies | — | — | $23K | 0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
