Plan Ledger DOL Form 5500 · updated monthly

Epic Sciences, Inc.401(k)

EPIC SCIENCES, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Epic Sciences, Inc. reported $33,372 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $3,260 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 fell from 0.69% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,733rd of 9,483), and 9,461st of 11,654 in professional & technical services. In 2024, employees put in $4.13 for every $1.00 the employer contributed; active participation has shrunk from 123 to 60 since 2022.

Plan summary
Net assets, end of year$5,835,956
Participants with balances97
Active participants60
Employer contributions$195,601
Employee contributions$807,749
Employer contribution per active participant$3,260
Average account balance$60,164
Benefits paid to participants$675,245
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K) CPA'S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 97 accts · $196K emplr
2023$4.8M · 110 accts · $288K emplr
2022$3.6M · 130 accts · $253K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,108
Investment management$10,264
Total administrative$33,372
The Epic Sciences, Inc. 401(k) match · 2024
Employer contribution per active participant$3,260
Median for plans this size$1,313
2024$3,260 per active participant
2023$4,431 per active participant
2022$2,060 per active participant

Epic Sciences, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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$23,048
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$10,323

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, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$33,372 · 0.63%
2023$32,582 · 0.77%
2022$24,254 · 0.69%
Similar plansProfessional & Technical Services · California
Varmour Networks, Inc. CA$5.9M · 0.38%
Chemocentryx Inc CA$5.8M · 0.45%
Osso Vr, Inc. CA$5.8M · 0.69%
Kros-Wise, Inc. CA$5.8M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611577455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.