Overview
Plan Description
Epoch.com Safe Harbor 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Epoch.com Safe Harbor 401k Plan currently has over 100 active participants and over $14.4M in plan assets.
Did you know?
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (78) and the top rated plan (90) could equate to:
8
Additional years of work
139,259
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?
Plan Details
Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 3110 Main Street Suite 220
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 3110 Main Street Suite 220
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LocationSanta Monica , CA90405
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IndustryAll Other Nondepository Credit Intermediation
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AdministratorEsther Martinez
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Net Plan Assets$14,400,000
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Total Participants110
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Avg Account Balance$140,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Average Fees
Company Generosity:
Above Average
Performance
Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great
Design
Total Plan Cost:
High Fees
Company Generosity:
Above Average
Performance
Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great
Peer Group Plans
Company | Rating |
---|---|
Commonwealth Bank of Australia | 85.9 |
The Reinvestment Fund | 83.7 |
Capital Impact Partners | 83.6 |
Cdc Small Business Finance | 83.4 |
New York Business Development | 80.3 |
IFF | 72.1 |
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Compliance
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit
The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.
January 15, 2021
exclusives
Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
January 19, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Morgan Stanley Growth Retirement Account | 24% |
N/A
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BlackRock, Inc. Blackrock Lifepath Index | 16% |
N/A
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Fidelity Contrafund | 10% |
N/A
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100%
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100%
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100%
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100%
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View all funds in this plan
Providers
Articles and Questions

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Why Do Investment Expenses Matter?
Ryan Alfred
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