Plan Ledger DOL Form 5500 · updated monthly

Epic Pharma LLC Union401(k)

EPIC PHARMA LLC 401(K) PLAN · LAURELTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Epic Pharma LLC Union reported $2,062 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,760 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 2 years on file its reported administrative ratio rose from 0.010% to 0.014%. 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 among the smaller plans on file in New York (2,841st of 5,648), and the 6,780th of 13,661 in manufacturing. In 2024, employees put in $3.32 for every $1.00 the employer contributed; active participation has grown from 104 to 127 since 2022.

Plan summary
Net assets, end of year$16,127,409
Participants with balances142
Active participants127
Employer contributions$350,485
Employee contributions$1,165,357
Employer contribution per active participant$2,760
Average account balance$113,573
Benefits paid to participants$949,881
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 142 accts · $350K emplr
2023$13.5M · 147 accts · $287K emplr
2022$10.8M · 135 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,062
Total administrative$2,062
The Epic Pharma LLC Union 401(k) match · 2024
Employer contribution per active participant$2,760
Median for plans this size$2,416
2024$2,760 per active participant
2023$2,584 per active participant
2022$2,203 per active participant

Epic Pharma LLC Union'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
ADP, INC. · Loan processing · Recordkeeping$2,061
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,062 · 0.01%
2023$1,051 · 0.01%
2022$1,175 · 0.01%
All plans at this employer2
EPIC PHARMA LLC UNION 401(K) PLAN401(k)
EPIC PHARMA LLC 401(K) PLAN401(k)
Similar plansManufacturing · New York
Roberts Gordon LLC NY$16.3M · 0.32%
Vaso Corporation NY$16.2M · 0.05%
US Salt, LLC NY$16.2M · 0.59%
Zumtobel Lighting, Inc. NY$15.8M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320254130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.