Plan Snapshot
- Plan Sponsor: Epicor Software Corporation
- Sponsor EIN: 451478440
- Sponsor Address: 807 LAS CIMAS PARKWAY, AUSTIN, TX, 787465179
- Plan Type: 401(k)
- Total Participants: 2,084
- Total Assets: $618.6M
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 | 2,084 | $618.6M | $8.7M | $25.7M |
| 2023 | 1,956 | $540.0M | $7.9M | $24.0M |
| 2022 | 1,978 | $467.4M | $5.7M | $21.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $41,535 | — | $41,535 |
| ALEXANDER LIEVENS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- ALEXANDER LIEVENS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,535
- Estimated Expense Ratio: 0.007% 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 | -$1,081,003 | $41,535 | $900 | — | — |
| 2023 | -$889,629 | $58,534 | $1,500 | — | — |
| 2022 | -$1,021,927 | $47,270 | — | — | — |