2023 Form 5500 filing — Epiq 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009111716NAL0009142931001) for Epiq 401(K) Retirement Plan, reported by Document Technologies, LLC under EIN 58-2413793 and plan number 001. It reports 7,663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111716NAL0009142931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Document Technologies, LLC
- EIN
- 58-2413793
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 7,663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,654,580
- Total liabilities (EOY)
- $1,162,388
- Net assets (EOY)
- $266,492,192
- Employer contributions
- $6,541,125
- Participant contributions
- $26,212,301
- Total income / additions
- $76,419,040
- Benefits paid
- $19,515,366
- Administrative expenses
- $483,931
- Total expenses
- $21,255,229
- Net increase / (decrease)
- $55,163,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $329,103 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $76,451 | not reported in the loaded dataset |
| Creative Planning LLC | ADVISOR | $51,266 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $17,112 | not reported in the loaded dataset |
| Carrs Riggs And Ingram LLC | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |