Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EPIC RETIREMENT ACCOUNT | 401k | $1.1M | 17 | 2025 | |
| 002 | EPIC PARTNERS, INC. CASH BALANCE PENSION PLAN | CashBalance | $354K | 6 | 2025 |