Plan Snapshot
- Plan Sponsor: Epic Systems Corporation
- Sponsor EIN: 391319950
- Sponsor Address: 1979 MILKY WAY, VERONA, WI, 53593
- Plan Type: 401(k)
- Total Participants: 13,997
- Total Assets: $2.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 13,997 | $2.9B | $64.5M | $213.3M |
| 2023 | 13,955 | $2.3B | $59.5M | $195.2M |
| 2022 | 12,331 | $1.7B | $53.2M | $163.1M |
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 |
|---|---|---|---|---|
| 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 — 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 | $271,253 | — | $2,700 | — | — |
| 2023 | $289,534 | — | $3,000 | — | — |
| 2022 | $455,122 | — | — | — | — |