How big is Epiphany, Inc.'s plan?

Epiphany, Inc.'s plan reported $200K in assets and 3 participants for 2024.

Original filing (PDF)20250722101253NAL0002588529001

Epiphany, Inc.

Name: Epiphany, Inc. — Epiphany, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Epiphany, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epiphany, Inc. Cash Balance Plan

Defined-benefit pension plan · Epiphany, Inc.'s Epiphany, Inc. Cash Balance Plan held $200K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

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 002

Plan year 2024

ACK ID 20250722101253NAL0002588529001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score