Stable plan record

EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN

Sponsored by EP WEALTH ADVISORS ADMIN, LLC. · EIN/PN 853603123-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$3,501
2023
$4,190
2024
$4,644
Plan-paid administrative expenses per participant
2022
$27
2023
$40
2024
-$28
Active participants
2022
347
2023
392
2024
461
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420250829171318NAL0011472241001461$4,644
202320240920105707NAL0007360705001392$4,190
202220230913143407NAL0021995889001347$3,501
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.