Epic Retirement 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 Services is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $153,325 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $153,325
- Reported indirect compensation
- $0
- Total reported compensation
- $153,325
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Cassens Transport Company | IL | 1 | $85,368 |
| Trustees Of Ufcw Local 1546 Health And Welfare Fund | IL | 1 | $46,178 |
| Specialty Orthopedic Group Of Ms, LLC | MS | 1 | $21,779 |
State footprint
Plans reporting Epic Retirement Services are sponsored in IL (2), MS (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cassens Transport Company | Cassens Transport Company Et Al Union 401(K) Plan | 2023 | $85,368 | $0 |
| Trustees Of Ufcw Local 1546 Health And Welfare Fund | United Food And Commercial Workers Local 1546 Health And Welfare Fund | 2023 | $46,178 | not reported in the loaded dataset |
| Specialty Orthopedic Group Of Ms, LLC | Specialty Orthopedic Group Of Ms, LLC 401(K) Plan | 2023 | $21,779 | $0 |
Related Form 5500 pages
- Cassens Transport Company Et Al Union 401(K) Plan (plan 003)
- Cassens Transport Company — all reported plans
- United Food And Commercial Workers Local 1546 Health And Welfare Fund (plan 501)
- Trustees Of Ufcw Local 1546 Health And Welfare Fund — all reported plans
- Specialty Orthopedic Group Of Ms, LLC 401(K) Plan (plan 001)
- Specialty Orthopedic Group Of Ms, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources