Plan Ledger DOL Form 5500 · updated monthly

Epic Enterprises, Inc.401(k)

EPIC CPF 401(K) PLAN · AYER, MA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Epic Enterprises, Inc. reported $89,918 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,289 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 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 887th-largest of 2,726 plans among Massachusetts employers on file, and the 3,970th of 13,661 in manufacturing. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 356 to 425 since 2022.

Plan summary
Net assets, end of year$35,739,855
Participants with balances574
Active participants425
Employer contributions$1,397,926
Employee contributions$2,612,319
Employer contribution per active participant$3,289
Average account balance$62,265
Benefits paid to participants$4,593,078
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.7M · 574 accts · $1.4M emplr
2023$32.5M · 587 accts · $1.4M emplr
2022$28.2M · 524 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,710
Investment management$19,208
Total administrative$89,918
The Epic Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$3,289
Median for plans this size$2,416
2024$3,289 per active participant
2023$3,129 per active participant
2022$3,521 per active participant

Epic Enterprises, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,710
NBT CAPITAL MANAGEMENT · Investment advisory (plan)$19,208

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

Administrative cost history3
2024$89,918 · 0.26%
2023$81,025 · 0.27%
2022$81,936 · 0.27%
Same employer
Similar plansManufacturing · Massachusetts
Kayem Foods, Inc. MA$37.9M · 0.45%
Corza Medical Inc. MA$36.3M · 0.27%
Home Market Foods, Inc. MA$36.0M · 0.14%
Wellness Pet Company MA$34.5M · 0.16%
Morphosys US Inc. MA$34.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042431254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.