How big is Epic Mortgage Group's plan?

Epic Mortgage Group's plan reported $440K in assets and 39 participants for 2024.

Original filing (PDF)20250630141329NAL0027702914001

Epic Mortgage Group

Name: Epic Mortgage Group — Epic Mortgage Group 401(k) and, Form 5500 (2024)
Creator: Epic Mortgage Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epic Mortgage Group 401(k) and Profit Sharing Plan

401(k) retirement plan · Epic Mortgage Group's Epic Mortgage Group 401(k) and Profit Sharing Plan held $440K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

People on this filing

Nick Rice signed Epic Mortgage Group's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Mortgage Group's EIN is 88-3649658.

EIN 88-3649658

Plan number 001

Plan year 2024

ACK ID 20250630141329NAL0027702914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Epic Mortgage Group'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 MORTGAGE GROUP.

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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