Back to filter
Original filing (PDF)20250903123728NAL0009412163001
EPIC ENGINEERING, P.C.
Form 5500-SF
FILING_RECEIVED
EPIC ENGINEERING, P.C. 401 (K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
59
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC ENGINEERING, P.C..
Plan sponsor
Name
EPIC ENGINEERING, P.C.
EIN
84-1428820
Address
50 EAST 100 SOUTH · HEBER CITY, UT · 840321913
Phone
(435) 654-6600
Industry
Engineering Services· 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
2025-09-03
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
DEYA ELEVATOR SERVICES, INC.
RETIREMENT PLAN FOR EMPLOYEE OF DEYA ELEVATORS SERVICES, INC.
$3.4M · 218 participants
ICOR ASSOCIATES, LLC
ICOR ASSOCIATES, LLC 401(K) PLAN
$3.4M · 16 participants
CAPSTONE TECHNOLOGIES, LLC
CAPSTONE TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN
$3.4M · 43 participants
BROWDER & LEGUIZAMON AND ASSOC
BROWDER & LEGUIZAMON AND ASSOC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 34 participants
ENGINEERING STRATEGIES, INC.
ENGINEERING STRATEGIES, INC. 401(K) PLAN
$3.4M · 13 participants
EPCON INDUSTRIAL SYSTEMS, L.P.
EPCON INDUSTRIAL SYSTEMS, L.P. 401(K) PROFIT SHARING PLAN AND TRUST
$3.4M · 32 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants