P 401(k) Plan Report

Stable plan record

GRINNEY & DAVIS GROUP 401(K) PLAN

Sponsored by EPIC WEALTH PARTNERS LLC · EIN/PN 881617344-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,976
Administrative cost per participant
2025
$769
Active participants
2025
8
Total plan assets
2025
$2,611,641
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260713115912NAL00001506730018$4,976
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.