Plan Snapshot
- Plan Sponsor: Epic Enterprises INC
- Sponsor EIN: 042431254
- Sponsor Address: 11 COPELAND DR., AYER, MA, 01432
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $35.7M
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 | 425 | $35.7M | $1.4M | $2.6M |
| 2023 | 442 | $32.5M | $1.4M | $2.4M |
| 2022 | 356 | $28.2M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $70,710 | — | $70,710 |
| NBT CAPITAL MANAGEMENT | ADVISOR | $19,208 | — | $19,208 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,918
- Estimated Expense Ratio: 0.252% 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 | $89,918 | $19,208 | — | — | — |
| 2023 | $81,025 | $17,207 | — | — | — |
| 2022 | $81,936 | — | — | — | — |