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Original filing (PDF)20251014145312NAL0001572947001
EPIC STAFFING GROUP, INC.
Form 5500
FILING_RECEIVED
EPIC STAFFING GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,350
Accounts w/ balance
2,827
Plan assets (EOY)
$72.0M
Net assets (EOY)
$72.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 91% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPIC STAFFING GROUP, INC..
Plan sponsor
Name
EPIC STAFFING GROUP, INC.
EIN
88-2936939
Address
2041 ROSECRANS AVE SUITE 245 · EL SEGUNDO, CA · 90245
Phone
(424) 290-1182
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLANKENSHIP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $220K | — |
Investments
27 direct securities · 5 pooled funds· $76.1M(100% of reported assets)
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.
Uncategorized
$71.4M
27 holdings
Common Collective Trust
$4.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $11.6M | 16.0% | |
| American Funds 2050 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $10.8M | 15.0% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $10.2M | 14.2% | |
| American Funds 2060 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $7.4M | 10.2% | |
| American Funds 2045 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $6.7M | 9.3% | |
| Fidelity US Bond Index Mutual Fund N/A | — | — | — | $4.6M | 6.4% | |
| American Funds 2040 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $4.5M | 6.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.4M | 4.8% | |
| Putnam Stable Value Fund Common/Collective Trust N/A | — | — | — | $3.4M | 4.7% | |
| Fidelity International Index Mutual Fund N/A | — | — | — | $2.6M | 3.7% | |
| Fidelity Mid Cap Index Mutual Fund N/A | — | — | — | $1.8M | 2.5% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $1.7M | 2.3% | |
| American Funds 2065 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $1.6M | 2.2% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $1.4M | 1.9% | |
| Notes Receivable from Participants * Participant loans Interest rate 8.75% - 9.50% - | — | — | — | $1.0M | 1.4% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $665K | 0.9% | |
| Putnam Large Cap Value Trust IA Common/Collective Trust N/A | — | — | — | $591K | 0.8% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $507K | 0.7% | |
| American Funds 2035 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $374K | 0.5% | |
| American Funds 2010 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $291K | 0.4% | |
| MFS Intl Diversification R6 Mutual Fund N/A | — | — | — | $156K | 0.2% | |
| JHancock Bond R6 Mutual Fund N/A | — | — | — | $134K | 0.2% | |
| JHancock Disciplined Value Mid Cap R6 Mutual Fund N/A | — | — | — | $100K | 0.1% | |
| Columbia Small Cap Value Fund II Instl 3 Mutual Fund N/A | — | — | — | $98K | 0.1% | |
| Registered Investment Companies American Funds 2025 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $89K | 0.1% | |
| MFS MID CAP GROWTH CIT CLASS 2W GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $81K | 0.1% | |
| Principal SmallCap Growth I R6 Mutual Fund N/A | — | — | — | $80K | 0.1% | |
| American Funds 2020 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $71K | <0.1% | |
| American Funds 2030 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $51K | <0.1% | |
| PIMCO Income Instl Mutual Fund N/A | — | — | — | $38K | <0.1% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $27K | <0.1% | |
| American Funds 2015 Trgt dt Retire R6 Mutual Fund N/A | — | — | — | $3K | <0.1% |
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