# Epic Consolidated Operations, LLC 401(k) Plan
Source: https://planprovider.pro/companies/epic-consolidated-operations-llc-401k-plan

> Epic Consolidated Operations, LLC's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Epic Consolidated Operations, LLC

- **Sponsor EIN:** 352604604

- **Sponsor Address:** 18615 TUSCANY STONE, SUITE 300, SAN ANTONIO, TX, 782583505

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

- **Total Participants:** 215

- **Total Assets:** $18.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|215|$18.3M|$1.4M|$2.3M|

| 2023|218|$13.7M|$1.3M|$2.1M|

| 2022|210|$9.1M|$1.2M|$1.8M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$83,240|—|$83,240|

| WEAVER AND TIDWELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,240

- **Estimated Expense Ratio:** 0.455% 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|$84,202|$962|$83,240|—|—|

| 2023|$58,562|$708|$57,854|—|—|

| 2022|$66,487|—|$66,487|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/epic-consolidated-operations-llc-401k-plan)

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