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Sponsor portfolio

EPG, INCORPORATED

EIN 04-3304745-banking-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
24
205 NEWBURY STREET, SUITE 403 - FRAMINGHAM, MA 01701781-235-2666epgadv.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001401k-$1.4M - 12 part#002CashBalance-$238K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)12
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EPG, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EPG, INC. CASH BALANCE PLAN

CashBalance

Assets$238K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EPG, INC. 401(K) PROFIT SHARING PLAN401k$1.4M122024
002EPG, INC. CASH BALANCE PLANCashBalance$238K122024
Retirement plans
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