Plans listing this provider
286
0.51% of the 56,420 plans with Schedule H financials; 279 in 2023
Providers › Epic Retirement Plan Services
Epic Retirement Plan Services
- Service provider, as named on Schedule C
- EIN 161450952
- Plan year 2024
- Direct compensation reported $8,406,518
Assets of those plans
$8,361,592,652
0.11% of all Schedule H plan assets
Plans where it is the recordkeeper
285
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$94.02
across 256 plans that pay it 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 | 281 |
| 38 | Participant communication | 274 |
| 37 | Participant loan processing | 223 |
| 50 | Direct payment from the plan | 11 |
| 64 | Recordkeeping fees | 9 |
| 65 | Account maintenance fees | 5 |
| 12 | Claims processing | 4 |
| 14 | Plan administrator | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| NBT Bancorp Inc. 401(k) & Employee Stock Ownership Planrecordkeeper | NBT Bancorp Inc. 52 South Broad Street Norwich New York 13815. | $366,484,744 | 2,555 | $25,806 |
| First Busey Corporation Profit Sharing Plan and Trustrecordkeeper | First Busey | $268,163,537 | 1,843 | $370,541 |
| Northwest Bank 401(k) Planrecordkeeper | Northwest Bancshares | $259,436,274 | 2,456 | $120,577 |
| Robbins Geller Rudman & Dowd LLP 401(k) Profit Sharing Planrecordkeeper | Robbins Geller Rudman & Dowd | $231,626,201 | 515 | $3,925 |
| Efsc Incentive Savings Planrecordkeeper | Enterprise Financial Services | $189,167,135 | 1,675 | $179,532 |
| Assetmark Financial 401(k) Planrecordkeeper | Assetmark Financial Holdings | $175,031,430 | 1,250 | $280,086 |
| Bancplus Corporation Employee Stock Ownership Plan W/401(K) Provisionsrecordkeeper | Bancplus | $164,657,922 | 1,433 | $119,147 |
| Roeslein & Associates, Inc. Retirement Savings Planrecordkeeper | Roeslein & Associates | $157,986,076 | 1,156 | $63,048 |
| Moneta Group Salary Savings Planrecordkeeper | Moneta Group | $144,027,075 | 606 | $77,276 |
| The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Planrecordkeeper | Canandaigua National Bank and Trust | $141,506,613 | 729 | $95,048 |
| Semmes-murphey Clinic Employees' Profit Sharing Planrecordkeeper | Semmes-murphey Clinic | $118,344,037 | 465 | $106,945 |
| Jefferson City Medical Group, P. C. Profit Sharing Planrecordkeeper | Jefferson City Medical Group | $113,127,512 | 736 | $117,920 |
| Medical Anesthesia Group, P.A. Profit Sharing Planrecordkeeper | Medical Anesthesia Group | $110,851,594 | 147 | $20,218 |
| Exchange Bank Savings and Profit Sharing Planrecordkeeper | Exchange Bank | $107,720,713 | 662 | $0 |
| Old Second Bancorp, Inc. Employees' 401(k) Savings Plan & Trustrecordkeeper | Old Second Bancorp | $101,567,525 | 807 | $27,475 |
| Carrollton Bank Employees 401(k) and Profit Sharing Planrecordkeeper | Carrollton Bank | $94,160,960 | 323 | $121,218 |
| Auto-chlor System, Inc. Profit Sharing and 401(k) Planrecordkeeper | Auto-chlor System of Washington | $90,733,631 | 1,009 | $39,790 |
| Slocum-dickson Medical Group, PLLC Retirement Planrecordkeeper | Slocum-dickson Medical Group | $87,148,608 | 581 | $0 |
| Prima Care, P. C. Profit Sharing Planrecordkeeper | Prima Care | $86,809,780 | 950 | $155,239 |
| Hantz Group Retirement Savings Planrecordkeeper | Hantz Group | $82,276,517 | 641 | $12,982 |
| First American Bank 401(k) Employee Stock Ownership Planrecordkeeper | First American Bank | $81,451,202 | 373 | $5,207 |
| Grimco, Inc. 401(k) and Profit Sharing Planrecordkeeper | Grimco | $80,186,878 | 1,015 | $153,170 |
| Bay Coast Bank 401(k) Planrecordkeeper | Bay Coast Bank | $78,291,789 | 691 | $108,543 |
| Dierbergs Collectively Bargained Employees' 401(k) Planrecordkeeper | Dierbergs Markets | $78,108,946 | 974 | $181,019 |
| Space Coast Credit Union 401(k) Savings Planrecordkeeper | SCCU Auto Funding | $75,399,003 | 1,601 | $28,351 |
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.