Epiq 401(K) Retirement Plan — Form 5500 plan (Document Technologies, LLC)
Plain-English plan 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, Epiq 401(K) Retirement Plan is a benefit plan reported by Document Technologies, LLC under EIN 58-2413793 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,663 participants and $267,654,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Document Technologies, LLC
- EIN
- 58-2413793
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 7,663
- End-of-year plan assets
- $267,654,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,663 | H, C | 20241009111716NAL0009142931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $267,654,580
- Total liabilities (EOY)
- $1,162,388
- Net assets (EOY)
- $266,492,192
- Net assets (BOY)
- $211,328,381
Income & contributions
- Employer contributions
- $6,541,125
- Participant contributions
- $26,212,301
- Total contributions
- $37,871,712
- Total income / additions
- $76,419,040
Expenses & distributions
- Benefits paid
- $19,515,366
- Administrative expenses
- $483,931
- Total expenses
- $21,255,229
- Net increase / (decrease)
- $55,163,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $329,103 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $76,451 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | ADVISOR | $51,266 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $17,112 | not reported in the loaded dataset | 2023 |
| Carrs Riggs And Ingram LLC | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Document Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Carrs Riggs And Ingram LLC — Schedule C compensation