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.
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.
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).
