How big is EP Securities LLC's plan?

EP Securities LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250710140241NAL0009249328001

EP Securities LLC

Name: EP Securities LLC — EP Securities LLC Retirement, Form 5500 (2024)
Creator: EP Securities LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EP Securities LLC Retirement Plan

401(k) retirement plan · EP Securities LLC's EP Securities LLC Retirement Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

ED SOH signed EP Securities LLC's 2024 Form 5500 as plan administrator.

ED SOH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EP Securities LLC's EIN is 26-1827504.

EIN 26-1827504

Plan number 001

Plan year 2024

ACK ID 20250710140241NAL0009249328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EP Securities LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EP Securities LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EP SECURITIES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score