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.
2022
$3,501
2023
$4,190
2024
$4,644
2022
$27
2023
$40
2024
-$28
2022
347
2023
392
2024
461
| Year | ACK_ID | Active participants | Employer contributions / active |
|---|---|---|---|
| 2024 | 20250829171318NAL0011472241001 | 461 | $4,644 |
| 2023 | 20240920105707NAL0007360705001 | 392 | $4,190 |
| 2022 | 20230913143407NAL0021995889001 | 347 | $3,501 |
Public filing identifier
The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.