# Epac Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/epac-holdings-llc-401k-plan

> Epac Holdings, LLC's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Epac Holdings, LLC

- **Sponsor EIN:** 821266270

- **Sponsor Address:** 1155 CAMINO DEL MAR, DEL MAR, CA, 92014

- **Plan Type:** 401(k)

- **Total Participants:** 317

- **Total Assets:** $9.9M

## 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.|

| 2024|317|$9.9M|$594,916|$1.1M|

| 2023|394|$8.6M|$765,957|$1.5M|

| 2022|490|$6.0M|$770,658|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AMERITAS LIFE INSURANCE CORP|NONE|$30,972|—|$30,972|

| COULTER & JUSTUS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,972

- **Estimated Expense Ratio:** 0.312% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$33,162|—|$30,972|—|—|

| 2023|$33,109|—|$21,988|—|—|

| 2022|$28,823|—|$28,823|—|—|

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