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Sponsor portfolio

EPIC PRODUCE

EIN 45-5465141-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
19
4425 E. AGAVE ROAD, SUITE 138 - PHOENIX, AZ 85044480-307-9370
Plans on this EIN
2 filings
#002TraditionalDB-$1.9M - 9 part#001401k-$1.3M - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • DEFINED BENEFIT PLAN (#002)60%
  • EPIC PRODUCE 401(K) (#001)40%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EPIC PRODUCE 401(K) (#001)10
  • DEFINED BENEFIT PLAN (#002)9
Total 19Click 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

EPIC PRODUCE DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EPIC PRODUCE 401(K) PLAN

401k

Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EPIC PRODUCE DEFINED BENEFIT PLANTraditionalDB$1.9M92024
001EPIC PRODUCE 401(K) PLAN401k$1.3M102024
Retirement plans
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