EPIC Advisors, Inc.

Firm Profile

KEY KEY CONTACTS
Sales:
Brian Lenz, (585) 362-4259,
blenz@epic1st.com
Lisa Brown, (585) 232-9060,
sales@epic1st.com
WEBSITE EPIC1ST.COM

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million),
Mid ($10-$100 million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/15
401(k): 1,794/113,526
403(b): 34/4,556
Money Purchase: 8/824
457: 14/228
NQDC: 11/282
Other: 11/1111

PLANS BY CHANNEL
(Direct/Advisor): 0/1,872
Platforms used: Charles Schwab, Fidelity,
Matrix/MG Trust, Mid Atlantic Trust Company,
Pershing, TD Ameritrade, SEI, Reliance

ASSET ALLOCATION FUNDS
EPIC offers true open-architecture access to over 20,000 funds through our custodial partners.

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors 3
External wholesalers focused on institutional 2
Internal wholesalers focused on advisors 2
Internal wholesalers focused on institutional 2

Compliance support, plan benchmarking, target-date evaluation tools, training for DC plan sales/service, fiduciary and co-fiduciary services available.

PARTICIPANT SUPPORT SERVICES
Retirement income estimates/projections, call center support, smartphone access to participant balances and transactions