Find an old Ep!C 401(k)

Who to contact about an account in each of the 2 Ep!C plans, from the filings. Free, no sign-up, no Social Security number.

403(b) Thrift Plan for Employees of Ep!c

Ep!c, Inc. · Plan 004 · EIN 37-0794792 · Peoria, IL

Active · plan year 2024 filing403(b)
Plan administratorEp!c, Inc.
1913 Townline Rd, Peoria, IL 61615
Form 5500 ↗
Recordkeeper (who holds the accounts)Newport Group, Inc.Schedule C ↗
Former employees with balances67 separated participants still had money in the planForm 5500 ↗

Defined Benefit Plan for Employees of Epic

Ep!c · Plan 001 · EIN 37-0794792 · Peoria, IL

Terminated · plan year 2023 filingPension (defined benefit)
Plan administratorEp!c
1913 West Townline Road, Peoria, IL 61615
Form 5500 ↗
Recordkeeper (who holds the accounts)Mutual of America Life Insurance Co2022 Schedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Ep!C 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Ep!C 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Ep!c, Inc., (309) 689-3601. The accounts are held by the recordkeeper, Newport Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Ep!C 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (309) 689-3601.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Ep!C and does not hold accounts. Not financial advice. Report a correction