Retirement plan

EPAK INTERNATIONAL, INC. 401(K) PLAN

Name: EPAK INTERNATIONAL, INC. - EPAK INTERNATIONAL, INC. 401(K) PLAN (2025) Form 5500
Creator: EPAK INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPAK INTERNATIONAL, INC. 401(K) PLAN, EPAK INTERNATIONAL, INC.

EPAK INTERNATIONAL, INC.EIN 74-2922310Plan #001PY 2025

4926 SPICEWOOD SPRINGS ROAD, SUITE 200 - AUSTIN, TX 78759512-231-8083epak.comLinkedIn1001-5000 employeessemiconductors

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.5M

+18.2% from 2024

Total participants

-11.1% from 2024

Average account balance

$354,123

+23.1% from 2024

Annual return

15.40%

-1.37 pp from 2024

Benchmarks

See 5,715 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort5,715 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$354K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$378K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7675

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$184K

$7675 / participant

Other / not subdivided$184K100.0%

% of EOY assets

2.167%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$354,123

$132,099+168.1%

$115,599+206.3%

$138,895+155.0%

Participation rate

100.0%

77.9%+22.1pp

74.3%+25.7pp

79.9%+20.1pp

Annual return

15.40%

176.76%-161.4pp

111.10%-95.7pp

145.39%-130.0pp

Employer contribution / active EE

$2,702

$3,416-20.9%

$2,955-8.6%

$4,194-35.6%

Participant deferral / active EE

$13,051

$5,617+132.3%

$4,889+166.9%

$6,396+104.0%

Admin fee / account holder

$7,675

$15,650-51.0%

$12,841-40.2%

$12,562-38.9%

EPAK INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPAK INTERNATIONAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion