Epic Fitness Group Retirement Plan
Sponsored by Efg Management Co. Inc. · EIN 471429476 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 488
- With balances
- 259
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Iron Financial Llc CRD 106682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $8,657 |
| Iron Financial | Investment advisory (plan) | $8,480 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |