# Ep Wealth Advisors Admin, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ep-wealth-advisors-admin-llc-401k-plan

> Ep Wealth Advisors Admin, LLC's 401(k) plan: 461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ep-wealth-advisors-admin-llc-401k-plan)

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