Epic Retirement Plan Serivces

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

484

Total plan assets

$26.8M

Filings (rows)

Direct comp

$76K

Indirect comp

Showing only "EPIC RETIREMENT PLAN SERIVCES"

View all 4 variants aggregated →

EPIC RETIREMENT PLAN SERVICES964 EPIC RETIREMENT PLAN SERVCIES11 EPIC RETIREMENT SERVICES7 EPIC RETIREMENT PLAN SERIVCES3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lloyd & McDaniel PLLC Lloyd & McDaniel 401(k) Profit Sharing Plan · all filings	LOUISVILLE, KY	Other service providers	133	$9.6M	$38K	$0
Lloyd & McDaniel PLLC Lloyd & McDaniel 401(k) Profit Sharing Plan · all filings	LOUISVILLE, KY	Other service providers	220	$9.2M	$23K	$0
Lloyd & McDaniel PLLC Lloyd & McDaniel 401(k) Profit Sharing Plan · all filings	LOUISVILLE, KY	Other service providers	131	$8.0M	$15K	$0