# Epic DC Plan
Source: https://planprovider.pro/companies/epic-plan

> Epic's DC plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Epic

- **Sponsor EIN:** 911089113

- **Sponsor Address:** PO BOX 9279, YAKIMA, WA, 989090279

- **Plan Type:** DC

- **Total Participants:** 339

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|339|$5.7M|$352,909|$374,647|

| 2023|307|$4.9M|$306,146|$333,201|

| 2022|285|$4.1M|$243,772|$258,328|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$5,067|—|$5,067|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,067

- **Estimated Expense Ratio:** 0.090% 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|$3,593|—|—|—|—|

| 2023|$2,411|—|—|—|—|

| 2022|$2,903|—|—|—|—|

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

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