How big is Epiphany, Inc.'s plan?

Epiphany, Inc.'s plan reported $3.3M in assets and 5 participants for 2024.

Original filing (PDF)20250722102158NAL0005627362001

Epiphany, Inc.

Name: Epiphany, Inc. — Epiphany, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Epiphany, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epiphany, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Epiphany, Inc.'s Epiphany, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Cathy Lundy signed Epiphany, Inc.'s 2024 Form 5500 as plan administrator.

Cathy Lundy — 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

Epiphany, Inc.'s EIN is 90-0261091.

EIN 90-0261091

Plan number 001

Plan year 2024

ACK ID 20250722102158NAL0005627362001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Epiphany, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPIPHANY, INC..

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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