Plan Snapshot
- Plan Sponsor: Epic Research, LLC
- Sponsor EIN: 260228118
- Sponsor Address: 1105 N. MARKET ST# 1600, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 16 | $3.0M | $185,532 | $362,938 |
| 2023 | 14 | $2.3M | $0 | $451,766 |
| 2022 | 17 | $1.7M | $0 | $284,059 |