Plan Snapshot
- Plan Sponsor: Epiphany Business Services, LLC
- Sponsor EIN: 471304706
- Sponsor Address: 7300 RANCH ROAD 2222, AUSTIN, TX, 78730
- Plan Type: 401(k)
- Total Participants: 1,220
- Total Assets: $37.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,220 | $37.7M | $107,449 | $5.7M |
| 2023 | 869 | $28.4M | $1.6M | $4.7M |
| 2022 | 784 | $18.7M | $1.4M | $3.8M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $194,477 | $73,688 | — | — | — |
| 2023 | $163,809 | $54,495 | — | — | — |
| 2022 | $130,977 | $2,912 | — | — | — |