How big is Epoch Capital US LLC's plan?

Epoch Capital US LLC's plan reported $1.1M in assets and 12 participants for 2023.

Original filing (PDF)20241014123256NAL0027277841001

Epoch Capital US LLC

Name: Epoch Capital US LLC — Epoch Capital US 401(k) Plan, Form 5500 (2023)
Creator: Epoch Capital US LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epoch Capital US 401(k) Plan

401(k) retirement plan · Epoch Capital US LLC's Epoch Capital US 401(k) Plan held $1.1M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ALEX Sadowski signed Epoch Capital US LLC's 2023 Form 5500 as plan administrator.

ALEX Sadowski — 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

Epoch Capital US LLC's EIN is 86-2450487.

EIN 86-2450487

Plan number 001

Plan year 2023

ACK ID 20241014123256NAL0027277841001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Epoch Capital US LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Epoch Capital US LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPOCH CAPITAL US 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

Helping the score