Examinations
EP Examinations Group 7203 · plan year 2025 cycle
8
Open examinations
3
Calculation failures flagged
5
Findings in examiner review
12
Median days in analysis
| Case | Plan | Type | Assigned | Risk | Stage | Days in stage |
|---|---|---|---|---|---|---|
| EP-2026-0417 | Meridian Fabrication Co. 401(k) Plan | 401(k) | S. Whitcomb (you) | 82 High | Findings review | 4 |
| EP-2026-0391 | Harlow & Voss 401(k) Plan | 401(k) | R. Patel | 66 High | Manager review | 2 |
| EP-2026-0369 | Pinebrook Foundries Pension Plan | DB | D. Moreau | 58 Medium | Document analysis | 8 |
| EP-2026-0409 | Bellhaven Health 403(b) Plan | 403(b) | R. Patel | 54 Medium | Document analysis | 6 |
| EP-2026-0398 | Cordate Logistics Profit Sharing Plan | PS | J. Kim | 47 Medium | Intake | 2 |
| EP-2026-0353 | Westgate Mutual 401(k) Plan | 401(k) | R. Patel | 39 Medium | Document analysis | 11 |
| EP-2026-0380 | Tilbury County Deferred Comp Plan | 457(b) | D. Moreau | 31 Low | Manager review | 3 |
| EP-2026-0377 | Sable Ridge Dental 401(k) Plan | 401(k) | J. Kim | 24 Low | Workpapers | 5 |
Risk scores are factor-based composites of rule findings, calculation failures, and data anomalies — open any case to see its decomposition. EP-2026-0417 is assigned to you and fully interactive; other cases are read-only at their current stage.