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Sponsor portfolio

EP-DIRECT, INC.

EIN 39-1287457-printing-Latest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
35
1479 S HICKORY ST - FOND DU LAC, WI 549378523920-922-8364ep-direct.comLinkedIn11-50 employeesprinting
Plans on this EIN
2 filings
#002401k-$6.5M - 20 part#001TraditionalDB-$1.7M - 15 part

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DIRECT RETIREMENT PLAN (#002)79%
  • INC. RETIREMENT PLAN (#001)21%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIRECT RETIREMENT PLAN (#002)20
  • INC. RETIREMENT PLAN (#001)15
Total 35Click 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#002

EP DIRECT RETIREMENT PLAN

401k

Assets$6.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

EP-DIRECT, INC. RETIREMENT PLAN

TraditionalDB

Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EP DIRECT RETIREMENT PLAN401k$6.5M202025
001EP-DIRECT, INC. RETIREMENT PLANTraditionalDB$1.7M152025
Retirement plans
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