Epic Retirement Plan Services — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Epic Retirement Plan Services is reported as a service provider on 291 loaded Form 5500 filing(s) across 283 plan sponsor(s) and 289 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,385,490 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,385,490
- Reported indirect compensation
- $0
- Total reported compensation
- $8,385,490
- Filings
- 291
- Plan sponsors
- 283
- Plans
- 289
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| First Busey Corporation | IL | 1 | $308,000 |
| Dierbergs Markets, Inc. | MO | 2 | $266,960 |
| Assetmark Financial Holdings, Inc. | CA | 1 | $173,824 |
| Enterprise Financial Services Corp | MO | 1 | $163,694 |
| Prima Care, P.C. | MA | 1 | $147,341 |
| Jefferson City Medical Group, P.C. | MO | 1 | $130,360 |
| Citizens National Bank Of Greater St. Louis | MO | 1 | $129,692 |
| Selfhelp Community Services, Inc. | NY | 1 | $117,320 |
| Bay Coast Bank | MA | 1 | $113,815 |
| Carrollton Bank | IL | 1 | $113,545 |
State footprint
Plans reporting Epic Retirement Plan Services are sponsored in MO (68), IL (42), NY (35), IA (14), MS (11), ME (9), WI (8), PA (8), MA (7), TX (7), MI (7), TN (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| First Busey Corporation | First Busey Corporation Profit Sharing Plan And Trust | 2023 | $308,000 | $0 |
| Assetmark Financial Holdings, Inc. | Assetmark Financial 401(K) Plan | 2023 | $173,824 | $0 |
| Dierbergs Markets, Inc. | Dierbergs Collectively Bargained Employees' 401(K) Plan | 2023 | $169,468 | not reported in the loaded dataset |
| Enterprise Financial Services Corp | Efsc Incentive Savings Plan | 2023 | $163,694 | not reported in the loaded dataset |
| Prima Care, P.C. | Prima Care, P. C. Profit Sharing Plan | 2023 | $147,341 | $0 |
| Jefferson City Medical Group, P.C. | Jefferson City Medical Group, P. C. Profit Sharing Plan | 2023 | $130,360 | not reported in the loaded dataset |
| Selfhelp Community Services, Inc. | Selfhelp Community Services, Inc. 403(B) Plan | 2023 | $117,320 | $0 |
| Bay Coast Bank | Bay Coast Bank 401(K) Plan | 2023 | $113,815 | $0 |
| Carrollton Bank | Carrollton Bank Employees 401(K) And Profit Sharing Plan | 2023 | $113,545 | not reported in the loaded dataset |
| Roeslein & Associates, Inc. | Roeslein & Associates, Inc. Retirement Savings Plan | 2023 | $107,280 | not reported in the loaded dataset |
| Grimco, Inc. | Grimco, Inc. 401(K) And Profit Sharing Plan | 2023 | $101,605 | not reported in the loaded dataset |
| Bancplus Corporation | Bancplus Corporation Employee Stock Ownership Plan W/401(K) Provisions | 2023 | $99,227 | $0 |
| Dierbergs Markets, Inc. | Dierbergs Markets, Inc. 401(K) Plan | 2023 | $97,492 | not reported in the loaded dataset |
| United Workers Retirement Plan, Inc. | Retirement4contractors Pooled Employer Plan | 2023 | $95,583 | $0 |
| Carevet Missouri, LLC | Carevet Retirement Savings Plan | 2023 | $95,560 | not reported in the loaded dataset |
| I.M. Systems Group, Inc. | I.M. Systems Group 401(K) Plan | 2023 | $94,637 | $0 |
| The Child Center Of Ny, Inc. | The Child Center Of Ny, Inc. 401(K) Plan | 2023 | $93,036 | $0 |
| Semmes-Murphey Clinic | Semmes-Murphey Clinic Employees' Profit Sharing Plan | 2023 | $91,230 | $0 |
| Gibson Area Hospital & Health Services | Gibson Area Hospital & Health Services Employees' 401(K) Plan | 2023 | $89,278 | $0 |
| Drmp, Inc. | Drmp, Inc. 401(K) & Profit Sharing Plan | 2023 | $89,164 | $0 |
| Tacony Corporation | Tacony Corporation Retirement Plan | 2023 | $88,559 | not reported in the loaded dataset |
| Northwest Bank | Northwest Bank 401(K) Plan | 2023 | $86,365 | $0 |
| Ih Mississippi Valley Credit Union | Ih Mississippi Valley Credit Union 401(K) Plan & Trust | 2023 | $84,893 | $0 |
| Great Circle | Great Circle Retirement Savings Plan | 2023 | $77,747 | not reported in the loaded dataset |
| World Insurance Associates LLC | World Insurance Associates LLC Retirement Trust | 2023 | $75,851 | $0 |
| Vna Health Care | 403(B) Savings Plan For Employees Of Vna Health Care | 2023 | $72,210 | $0 |
| Shoup Manufacturing Co | Shoup Manufacturing Co., Inc. 401(K) Retirement Profit Sharing Plan | 2023 | $70,768 | not reported in the loaded dataset |
| The Canandaigua National Bank And Trust Company | The Canandaigua National Bank And Trust Company Profit Sharing And 401(K) Plan | 2023 | $67,892 | not reported in the loaded dataset |
| G.H. Tool & Mold, LLC | G. H. Tool & Mold 401(K) Plan | 2023 | $65,285 | not reported in the loaded dataset |
| National Cart Co., LLC | National Cart Co., LLC 401(K) Profit Sharing Plan | 2023 | $65,259 | not reported in the loaded dataset |
| Western Equipment, LLC | Western Equipment, LLC Retirement Savings Plan | 2023 | $65,100 | $0 |
| Guarantee Electrical Company | Guarantee Electrical Company Employee Security Savings Plan | 2023 | $64,347 | not reported in the loaded dataset |
| Oral Surgery Partners Mso, LLC | Oral Surgery Partners Mso, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $63,438 | not reported in the loaded dataset |
| Moneta Group LLC | Moneta Group Salary Savings Plan | 2023 | $63,257 | not reported in the loaded dataset |
| Hicuity Health | Hicuity Health And Critical Care Services Retirement Savings Plan | 2023 | $63,131 | not reported in the loaded dataset |
| Gershman Investment Corp. | Gershman Investment Corp. Employees Savings Trust | 2023 | $59,345 | not reported in the loaded dataset |
| The First Bank And Trust Company | First Bank And Trust Company Employee Stock Ownership And Savings Plan | 2023 | $59,219 | $0 |
| Sinclair And Rush, Inc. | S&R Employees Retirement Savings Plan | 2023 | $58,593 | not reported in the loaded dataset |
| Endeavor Capital, LLC | Homestead Financial 401(K) Plan | 2023 | $57,001 | not reported in the loaded dataset |
| Citizens National Bank Of Greater St. Louis | Citizens National Bank Of Greater St. Louis 401(K) Profit Sharing Plan | 2023 | $56,508 | not reported in the loaded dataset |
| Community Health Improvement Center | Crossing Healthcare Retirement Plan | 2023 | $56,097 | $0 |
| Wyffels Hybrids, Inc. | Wyffels Hybrids, Inc. Employees' Profit Sharing And Savings Plan | 2023 | $55,399 | $0 |
| O'Hara Corporation | O'Hara Corporation 401(K) Savings And Investment Plan | 2023 | $52,876 | $0 |
| Dgmb Casino, LLC | Resorts Casino Hotel 401(K) Plan | 2023 | $50,321 | $0 |
| Fred Weber, Inc. | Fred Weber, Inc. Profit Sharing And 401(K) Plan | 2023 | $49,892 | not reported in the loaded dataset |
| Montgomery Bancorporation, Inc. | Montgomery Bank 401(K) Plan | 2023 | $49,654 | not reported in the loaded dataset |
| Quick Supply Company | Quick Supply Company Employees' 401(K) Plan | 2023 | $48,638 | not reported in the loaded dataset |
| Technology Partners, Inc. | Technology Partners, Inc. 401(K) Plan | 2023 | $47,070 | not reported in the loaded dataset |
| Hoffmann Brothers Heating & Air Conditioning | Hoffmann Brothers Heating & Air Conditioning 401(K) Profit Sharing Plan And Trust | 2023 | $46,579 | not reported in the loaded dataset |
| T.R. Nelson, Inc. | T.R. Nelson, Inc. Profit Sharing Plan | 2023 | $46,422 | not reported in the loaded dataset |
Related Form 5500 pages
- First Busey Corporation Profit Sharing Plan And Trust (plan 002)
- First Busey Corporation — all reported plans
- Assetmark Financial 401(K) Plan (plan 001)
- Assetmark Financial Holdings, Inc. — all reported plans
- Dierbergs Collectively Bargained Employees' 401(K) Plan (plan 002)
- Dierbergs Markets, Inc. — all reported plans
- Efsc Incentive Savings Plan (plan 001)
- Enterprise Financial Services Corp — all reported plans
- Prima Care, P. C. Profit Sharing Plan (plan 001)
- Prima Care, P.C. — all reported plans
- Jefferson City Medical Group, P. C. Profit Sharing Plan (plan 001)
- Jefferson City Medical Group, P.C. — all reported plans
- Selfhelp Community Services, Inc. 403(B) Plan (plan 001)
- Selfhelp Community Services, Inc. — all reported plans
- Bay Coast Bank 401(K) Plan (plan 002)
- Bay Coast Bank — all reported plans
- Carrollton Bank Employees 401(K) And Profit Sharing Plan (plan 001)
- Carrollton Bank — all reported plans
- Roeslein & Associates, Inc. Retirement Savings Plan (plan 001)
- Roeslein & Associates, Inc. — all reported plans
- Grimco, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Grimco, Inc. — all reported plans
- Bancplus Corporation Employee Stock Ownership Plan W/401(K) Provisions (plan 001)
- Bancplus Corporation — all reported plans
- Dierbergs Markets, Inc. 401(K) Plan (plan 001)
- Retirement4contractors Pooled Employer Plan (plan 001)
- United Workers Retirement Plan, Inc. — all reported plans
- Carevet Retirement Savings Plan (plan 001)
- Carevet Missouri, LLC — all reported plans
- I.M. Systems Group 401(K) Plan (plan 001)
- I.M. Systems Group, Inc. — all reported plans
- The Child Center Of Ny, Inc. 401(K) Plan (plan 003)
- The Child Center Of Ny, Inc. — all reported plans
- Semmes-Murphey Clinic Employees' Profit Sharing Plan (plan 002)
- Semmes-Murphey Clinic — all reported plans
- Gibson Area Hospital & Health Services Employees' 401(K) Plan (plan 003)
- Gibson Area Hospital & Health Services — all reported plans
- Drmp, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Drmp, Inc. — all reported plans
- Tacony Corporation Retirement Plan (plan 002)
- Tacony Corporation — all reported plans
- Northwest Bank 401(K) Plan (plan 002)
- Northwest Bank — all reported plans
- Ih Mississippi Valley Credit Union 401(K) Plan & Trust (plan 002)
- Ih Mississippi Valley Credit Union — all reported plans
- Great Circle Retirement Savings Plan (plan 001)
- Great Circle — all reported plans
- World Insurance Associates LLC Retirement Trust (plan 001)
- World Insurance Associates LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources