EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN

Plan Contact

  • Address: 1500 HEMPSTEAD TURNPIKE,EAST MEADOW,NY
  • Contact person: SAMUEL MITCHELL
  • Phone: (516) 739-7733

Plan General Information

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is $6,386,246.00.This plan was established in 1985.

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is 887

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is $7,199.00

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is $279.00.

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is 11.53%.

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is 13.87%. This measures the effectiveness of the plan participants' investments in the year.

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN is 0.53%.

Enrollment Features

EPIC LONG ISLAND, INC. TAX DEFERRED ANNUNITY PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …