How big is Epic Wealth Partners LLC's plan?

Epic Wealth Partners LLC's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250528113111NAL0006506753001

Epic Wealth Partners LLC

Name: Epic Wealth Partners LLC — Grinney & Davis Group, Form 5500 (2024)
Creator: Epic Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grinney & Davis Group 401(k) Plan

401(k) retirement plan · Epic Wealth Partners LLC's Grinney & Davis Group 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kailee Davis signed Epic Wealth Partners LLC's 2024 Form 5500 as plan administrator.

Kailee Davis — 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 Wealth Partners LLC's EIN is 88-1617344.

EIN 88-1617344

Plan number 001

Plan year 2024

ACK ID 20250528113111NAL0006506753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Wealth Partners 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 WEALTH PARTNERS 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