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Sponsor portfolio

EPIC PARTNERS, INC.

EIN 46-3568265-facilities services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
23
101 E REDLANDS BLVD., SUITE 146 - REDLANDS, CA 92373909-792-5969epicpartyrentals.orgLinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$1.1M - 17 part#002CashBalance-$354K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EPIC RETIREMENT ACCOUNT (#001)75%
  • CASH BALANCE PENSION (#002)25%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EPIC RETIREMENT ACCOUNT (#001)17
  • CASH BALANCE PENSION (#002)6
Total 23Click 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

EPIC RETIREMENT ACCOUNT

401k

Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

EPIC PARTNERS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$354K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EPIC RETIREMENT ACCOUNT401k$1.1M172025
002EPIC PARTNERS, INC. CASH BALANCE PENSION PLANCashBalance$354K62025
Retirement plans
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