Plan Snapshot
- Plan Sponsor: Epic Healthcare Management, LLC
- Sponsor EIN: 274757579
- Sponsor Address: 1280 ALBANY POST ROAD, CROTON-ON-HUDSON, NY, 10520
- Plan Type: 401(k)
- Total Participants: 1,007
- Total Assets: $29.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,007 | $29.9M | $564,580 | $2.4M |
| 2023 | 1,180 | $29.7M | $559,908 | $2.5M |
| 2022 | 1,149 | $23.9M | $453,507 | $2.3M |
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 |
|---|---|---|---|---|
| HMM & CO., LLP | 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 | $106,005 | — | $106,005 | — | — |
| 2023 | $94,528 | — | $94,528 | — | — |
| 2022 | $81,352 | — | $81,352 | — | — |