How big is EP Wealth Management, LLC's plan?

EP Wealth Management, LLC's plan reported $91K in assets and 2 participants for 2024.

Original filing (PDF)20251013084217NAL0000387603001

EP Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

EP Wealth Management LLC 401(k) Plan

401(k) retirement plan · EP Wealth Management, LLC's EP Wealth Management LLC 401(k) Plan held $91K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan identifiers

EP Wealth Management, LLC's EIN is 47-3728286.

EIN 47-3728286

Plan number 001

Plan year 2024

ACK ID 20251013084217NAL0000387603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EP Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off