Plan Ledger DOL Form 5500 · updated monthly

EpicDC plan

403(B) THRIFT PLAN OF EPIC · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Epic reported $3,593 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,041 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.068%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Washington (1,309th of 1,714), and 2,204th of 3,341 in other services. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 285 to 339 since 2022.

Plan summary
Net assets, end of year$5,654,857
Participants with balances401
Active participants339
Employer contributions$352,909
Employee contributions$374,647
Employer contribution per active participant$1,041
Average account balance$14,102
Benefits paid to participants$511,045
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 401 accts · $353K emplr
2023$4.9M · 382 accts · $306K emplr
2022$4.1M · 375 accts · $244K emplr
Employer contributions to the Epic plan · 2024
Employer contribution per active participant$1,041
Median for plans this size$1,313
2024$1,041 per active participant
2023$997 per active participant
2022$855 per active participant

Epic's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$5,067

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,593 · 0.07%
2023$2,411 · 0.05%
2022$2,903 · 0.07%
Similar plansOther Services · Washington
Food Lifeline WA$6.8M · 0.01%
L&M Services, Inc. WA$6.1M · 1.10%
Puget Collision, LLC WA$5.8M · 0.16%
El Centro de la Raza WA$5.4M · 0.20%
Friends of Youth WA$5.1M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911089113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.