Plan Snapshot
- Plan Sponsor: Epcor Usa, INC.
- Sponsor EIN: 460525312
- Sponsor Address: 2355 W PINNACLE PEAK ROAD, PHOENIX, AZ, 85027
- Plan Type: DB
- Total Participants: 40
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $15.1M | $1.4M | $0 |
| 2023 | 43 | $23.3M | $1.4M | $0 |
| 2022 | 46 | $19.4M | $551,164 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $236,285 | — | — | — | — |
| 2023 | $241,479 | — | — | $15,370 | — |
| 2022 | $233,713 | — | $160,793 | — | $15,970 |