Plan Snapshot
- Plan Sponsor: Epic Pharma LLC Union
- Sponsor EIN: 320254130
- Sponsor Address: 227-15 NORTH CONDUIT AVENUE, LAURELTON, NY, 11413
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $3.9M
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 | 133 | $3.9M | $128,574 | $207,575 |
| 2023 | 141 | $3.1M | $124,009 | $197,270 |
| 2022 | 131 | $2.5M | $108,511 | $177,217 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
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 | $23,643 | $6,717 | $14,637 | — | — |
| 2023 | $18,412 | $5,207 | $11,683 | — | — |
| 2022 | $13,835 | $3,890 | $8,407 | — | — |