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EP WEALTH ADVISORS ADMIN, LLC 401(k) Plan

What public Form 5500 filings show about the EP WEALTH ADVISORS ADMIN, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$60.8M
Participants
461
Plans on file
1

The EP WEALTH ADVISORS ADMIN, LLC 401(k) on its latest Form 5500

EP WEALTH ADVISORS ADMIN, LLC (EIN 85-3603123) reports EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN on its most recent Form 5500, with $60.8M in plan assets across 461 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full EP WEALTH ADVISORS ADMIN, LLC filing — schedules, fees, and providers.

Who runs the EP WEALTH ADVISORS ADMIN, LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EP WEALTH ADVISORS ADMIN, LLC 401(k).

How to check your EP WEALTH ADVISORS ADMIN, LLC 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask EP WEALTH ADVISORS ADMIN, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: EP WEALTH ADVISORS ADMIN, LLC — all Form 5500 filings (EIN 85-3603123) · California employer EIN lookup · Form 5500 search
EP WEALTH ADVISORS ADMIN, LLC 401(k) Plan — Form 5500