Plan5500

Epic Advisor, Inc. — 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 Advisor, Inc. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $29,184 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$29.2KDirect + indirect, across loaded filings$29,184
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$29.2K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation55%Lhp Management, LLC
Top state share of plans100%TN
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Epic Advisor, Inc.. Bars show relative scale.

  1. 1
    Lhp Management, LLC$16.1K
    TN · 1 plan(s)
  2. 2
    The Eye Center Of Oak Ridge, P.C.$13.1K
    TN · 1 plan(s)
Geographic reach

State footprint

Where Epic Advisor, Inc. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    TN2 plan(s)
Geographic reach

City footprint

Cities where plans reporting Epic Advisor, Inc. are sponsored, by plan count.

  1. 1
    Knoxville, TN1 plan(s)
  2. 2
    Oak Ridge, TN1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Lhp 401(K) Profit Sharing Plan$16.1K
    Lhp Management, LLC, TN · Direct $16.1K · 2023
  2. 2
    The Eye Center Of Oak Ridge, P.C. Profit Sharing Plan$13.1K
    The Eye Center Of Oak Ridge, P.C., TN · Direct $13.1K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Epic Advisor, Inc.?
Public Form 5500 Schedule C filings report compensation paid to Epic Advisor, Inc. as a plan service provider. Across loaded filings, total reported compensation is $29,184.
How many plans report Epic Advisor, Inc. as a service provider?
Epic Advisor, Inc. appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages