Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EPICENTER IP GROUP LLC
EIN 27-2128209management consultingLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
7
1350 BAYSHORE HIGHWAY, SUITE 520 - BURLINGAME, CA 94010650-591-6325epicenterip.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EPICENTER IP GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EPICENTER IP GROUP, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EPICENTER IP GROUP LLC CASH BALANCE PLAN | CashBalance | $3.2M | 2 | 2024 | |
| 001 | EPICENTER IP GROUP, LLC 401(K) & PROFIT SHARING PLAN | 401k | $2.3M | 5 | 2024 |
Retirement plans