# Epicor Software Corporation 401(k) Plan
Source: https://planprovider.pro/companies/epicor-software-corporation-401k-plan

> Epicor Software Corporation's 401(k) plan: 2,084 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ALEXANDER LIEVENS LLP](https://planprovider.pro/provider/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|—|—|—|

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