How big is Epic Staffing Group, Inc.'s plan?

Epic Staffing Group, Inc.'s plan reported $72.0M in assets and 3,350 participants for 2024.

Original filing (PDF)20251014145312NAL0001572947001

Epic Staffing Group, Inc.

Name: Epic Staffing Group, Inc. — Epic Staffing Group, Form 5500 (2024)
Creator: Epic Staffing Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Epic Staffing Group, Inc. 401(k) Plan

401(k) retirement plan · Epic Staffing Group, Inc.'s Epic Staffing Group, Inc. 401(k) Plan held $72.0M in plan assets for 3,350 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

3,350

Accounts w/ balance

2,827

Plan assets (EOY)

$72.0M

Net assets (EOY)

$72.0M

People on this filing

Shirley Horner signed Epic Staffing Group, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Staffing Group, Inc.'s EIN is 88-2936939.

EIN 88-2936939

Plan number 001

Plan year 2024

ACK ID 20251014145312NAL0001572947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Epic Staffing Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Staffing Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 STAFFING GROUP, INC..

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How this plan invests

This plan

5 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1031K (6% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

EPIC STAFFING GROUP, INC.

EIN

all filings

Address

2041 ROSECRANS AVE SUITE 245 · EL SEGUNDO, CA · 90245

Phone

(424) 290-1182

Industry

Admin Support & Waste Mgmt

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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.

Mutual Funds

$55.8M

19 holdings

Common Collective Trusts

$10.8M

2 holdings

Common Collective Trust

$4.7M

5 holdings

Stable Value

$3.4M

1 holding

Bonds / Notes

$1.0M

1 holding

Other securities

$411K

4 holdings

					% of plan
American Funds 2055 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$11.6M	16.0%
American Funds 2050 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$10.8M	15.0%
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$10.2M	14.2%
American Funds 2060 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$7.4M	10.2%
American Funds 2045 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$6.7M	9.3%
Fidelity US Bond Index Mutual Fund N/A	Mutual Funds	—	—	$4.6M	6.4%
American Funds 2040 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$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	Stable Value	—	—	$3.4M	4.7%
Fidelity International Index Mutual Fund N/A	Mutual Funds	—	—	$2.6M	3.7%
Fidelity Mid Cap Index Mutual Fund N/A	Mutual Funds	—	—	$1.8M	2.5%
Fidelity Small Cap Index Mutual Fund N/A	Mutual Funds	—	—	$1.7M	2.3%
American Funds 2065 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$1.6M	2.2%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$1.4M	1.9%
Notes Receivable from Participants * Participant loans Interest rate 8.75% - 9.50% -	Bonds / Notes	—	—	$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	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$374K	0.5%
American Funds 2010 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$291K	0.4%
MFS Intl Diversification R6 Mutual Fund N/A	Mutual Funds	—	—	$156K	0.2%
JHancock Bond R6 Mutual Fund N/A	Other securities	—	—	$134K	0.2%
JHancock Disciplined Value Mid Cap R6 Mutual Fund N/A	Other securities	—	—	$100K	0.1%
Columbia Small Cap Value Fund II Instl 3 Mutual Fund N/A	Other securities	—	—	$98K	0.1%
Registered Investment Companies American Funds 2025 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$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	Other securities	—	—	$80K	0.1%
American Funds 2020 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$71K	<0.1%
American Funds 2030 Trgt dt Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$51K	<0.1%
PIMCO Income Instl Mutual Fund N/A	Mutual Funds	—	—	$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	Mutual Funds	—	—	$3K	<0.1%