What public Form 5500 filings show about the Provision Living Associates, LLC 401(k) plan — and how to find and check your own account.
Provision Living Associates, LLC (EIN 27-1418924) reports PROVISION LIVING ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $3.7M in plan assets across 814 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 Provision Living Associates, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Provision Living Associates, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
