Plan Snapshot
- Plan Sponsor: Ep Wealth Advisors Admin, LLC
- Sponsor EIN: 853603123
- Sponsor Address: 21535 HAWTHORNE BLVD., SUITE 400, TORRANCE, CA, 90503
- Plan Type: 401(k)
- Total Participants: 461
- Total Assets: $60.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 461 | $60.8M | $2.1M | $5.2M |
| 2023 | 392 | $42.8M | $1.6M | $4.1M |
| 2022 | 347 | $30.3M | $1.2M | $3.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$11,937 | $132 | $300 | — | — |
| 2023 | $15,737 | $13 | — | — | — |
| 2022 | $7,369 | — | $5,698 | — | — |