Plan Snapshot
- Plan Sponsor: Epika Fleet Services, INC.
- Sponsor EIN: 814555083
- Sponsor Address: 15 CENTURY BLVD, NASHVILLE, TN, 37214
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $6.4M
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 | 479 | $6.4M | $537,641 | $930,796 |
| 2023 | 422 | $5.3M | $417,811 | $755,451 |
| 2022 | 245 | $1.2M | $204,917 | $416,113 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — 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 | $57,038 | — | $56,851 | — | — |
| 2023 | $28,268 | — | $28,268 | — | — |
| 2022 | $12,437 | — | $12,437 | — | — |