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Concourse EP Assistor

Examinations

EP Examinations Group 7203 · plan year 2025 cycle

8
Open examinations
4
Calculation failures flagged
8
Findings in examiner review
8
Median days in analysis
CasePlanTypeAssignedRiskStageDays in stage
EP-2026-0417 Meridian Fabrication Co. 401(k) Plan401(k) R. Zimmerman (you) 86 High Findings review4
EP-2026-0391Harlow & Voss 401(k) Plan401(k)S. Strasburg 70 HighManager review2
EP-2026-0369Pinebrook Foundries Pension PlanDBM. Scherzer 58 MediumDocument analysis8
EP-2026-0409Bellhaven Health 403(b) Plan403(b)S. Strasburg 54 MediumDocument analysis6
EP-2026-0398Cordate Logistics Profit Sharing PlanPSJ. Gibson 47 MediumIntake2
EP-2026-0353Westgate Mutual 401(k) Plan401(k)S. Strasburg 39 MediumDocument analysis11
EP-2026-0380Tilbury County Deferred Comp Plan457(b)M. Scherzer 31 LowManager review3
EP-2026-0377Sable Ridge Dental 401(k) Plan401(k)R. Zimmerman (you) 24 LowDocument analysis · field visit5

Risk scores are factor-based composites of rule findings, calculation failures, and data anomalies — open any case to see its decomposition. EP-2026-0417 and EP-2026-0377 are assigned to you and fully interactive: EP-2026-0377 is in Document analysis, waiting for the ownership and HR records collected at the field visit. Other cases are read-only at their current stage.