Plan Snapshot
- Plan Sponsor: Ep-Direct
- Sponsor EIN: 391287457
- Sponsor Address: 1479 SOUTH HICKORY STREET, FOND DU LAC, WI, 54937
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 20
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 20 | $6.5M | $0 | $0 |
| 2024 | 12 | $5.6M | $0 | $52,995 |
| 2023 | 12 | $4.7M | $0 | $59,138 |
| 2022 | 14 | $3.8M | $0 | $59,880 |
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