Plan Snapshot
- Plan Sponsor: Epic Consulting INC
- Sponsor EIN: 860934111
- Sponsor Address: 136 S 40TH PL, PHOENIX, AZ, 850343004
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $602,253
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 | 269 | $602,253 | $0 | $214,518 |
| 2023 | 228 | $344,195 | $0 | $186,880 |
| 2022 | 186 | $218,044 | $0 | $129,874 |
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 |
|---|---|---|---|---|
| MANSPERGER, PATTERSON & MCMULLIN | 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 | $9,857 | $1,510 | $7,487 | — | — |
| 2023 | $33,202 | $935 | $31,407 | — | — |
| 2022 | $15,993 | $25 | $15,968 | — | — |