Anthony M Ward ESQ. signed Epic Consulting Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epic Consulting Inc.'s EIN is 86-0934111.
Download the official 2024 Form 5500 (PDF) for Epic Consulting Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epic Consulting Inc.'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.
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $267K | 44.4% | |
| 23 Vanguard Target Retirement 2050 Fund ** 124 24 Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $74K | 12.2% | |
| 20 Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $35K | 5.8% | |
| 4 JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $35K | 5.8% | |
| 1 Fidelity 500 Index | Common Collective Trusts | — | — | $29K | 4.9% | |
| 21 Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $27K | 4.5% | |
| 17 American Funds American Funds American Balanced Fund Class R-6 ** 231 18 Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $25K | 4.1% | |
| 10 Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $16K | 2.7% | |
| 22 Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $16K | 2.7% | |
| 2 Fidelity Mid Cap Index | Mutual Funds | — | — | $10K | 1.6% | |
| 8 Vanguard Mid-Cap Index Fund Admiral Shares ** 3 9 Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | 1.3% | |
| 15 DFA Intermediate Government Fixed Income Portfolio Institutional Class ** 66 16 Vanguard Intermediate-Term Treasury Index Fund | Common Collective Trusts | — | — | $8K | 1.3% | |
| 25 Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $8K | 1.3% | |
| 14 Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $8K | 1.3% | |
| 13 American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $7K | 1.1% | |
| 19 Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6K | 1.1% | |
| 7 Vanguard Windsor Fund Admiral Shares | Mutual Funds | — | — | $5K | 0.9% | |
| 5 MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $5K | 0.8% | |
| 3 Macquarie Small Cap Growth Fund Class R6 | Other securities | — | — | $4K | 0.6% | |
| 11 Allspring Global Investment Allspring Special Small Cap Value Fund - Class R6 | Other securities | — | — | $4K | 0.6% | |
| Participant Loans 9.50% - 9.50% Interest Rate - | Bonds / Notes | — | — | $3K | 0.5% | |
| 6 MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $2K | 0.3% | |
| 12 Fidelity International Index | Mutual Funds | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
