Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Epic Retirement Plan Services
Epic Retirement Plan Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $495,107
Assets of those plans
$339,961,195
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$495,107
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 8 |
| 64 | Recordkeeping fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 37 | Participant loan processing | 3 |
| 59 | Shareholder servicing fees | 2 |
| 13 | Contract administrator | 1 |
| 27 | Investment advisory (plan) | 1 |
| 19 | Custodial (securities) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Intuitive Research and Technology Corporation Retirement Planrecordkeeper | Intuitive Research and Technology | $104,475,070 | 734 | $53,613 |
| Wright-ryan Construction, Inc. Employee Stock Ownership 401(k) Planrecordkeeper | Wright-ryan Construction | $53,356,631 | 132 | $8,482 |
| First Western Bank & Trust 401(k)recordkeeper | First Western Bank & Trust | $43,674,583 | 455 | $46,593 |
| Alexander Family Dealerships 401(k) Profit Sharing Planrecordkeeper | Blaise Alexander Management | $29,731,103 | 652 | $166,801 |
| Holiday Wholesale, Inc. Profit Sharing & 401(k) Planrecordkeeper | Holiday Wholesale | $25,743,249 | 410 | $29,314 |
| Brosz Engineering, Inc. 401(k) Profit Sharing Planrecordkeeper | Brosz Engineering | $22,211,246 | 127 | $3,217 |
| T.R. Nelson, Inc. Profit Sharing Planrecordkeeper | T.R. Nelson | $20,673,017 | 628 | $56,657 |
| Shoup Manufacturing Co., Inc. 401(k) Retirement Profit Sharing Planrecordkeeper | Shoup Manufacturing | $18,991,165 | 158 | $64,371 |
| Iowa Senior 401(k) Pooled Employer Planrecordkeeper | Fiduciary Wise | $12,728,852 | 383 | $41,069 |
| Hampel 401(k) Savings Plan | L.T. Hampel | $8,376,279 | 194 | $24,990 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.