Ep!C 403(b) match, vesting and fees
What Ep!C's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Ep!C: employer contribution per participant | $1,541 | |
| Peer median | $1,468 |
| Ep!C: average balance | $26,248 | |
| Peer median | $37,786 |
| Ep!C: admin expenses ÷ assets | 0.64% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6M at the end of plan year 2021 to $4.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 314 | $4.6M | $273K | $1,541 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 296 | $3.8M | $156K | $864 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 311 | $3M | $45K | $348 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 146 | $2.6M | $37K | $299 | 0.05% | Not published | Form 5500 ↗ |
Other Ep!C plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Defined Benefit Plan for Employees of Epic
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Life Insurance Co | 2022 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Ep!C match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Ep!c have not been published from its filing yet. The plan year 2024 filing reports $273K in employer contributions, about $1,541 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ep!C 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Ep!c is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ep!C 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Ep!c, Inc..
I left Ep!C. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ep!c, Inc., (309) 689-3601) or the recordkeeper, Newport Group, Inc.. The Ep!C old 401(k) page lists the contacts from every plan filing. Find an old Ep!C 401(k)
Data from the public Form 5500 annual reports Ep!C filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ep!C. Not financial advice. Report a correction · Methodology