CAPITAL OPTIONS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

455

Total plan assets

$29.3M

Filings (rows)

Direct comp

$87K

Indirect comp

$16

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
EPIC CARE EPIC CARE 401(K) PROFIT SHARING PLAN	ANTIOCH, CA	Advisor / Consultant INVESTMENT ADVISORY	455	$29.3M	$70K
EPIC CARE EPIC CARE 401(K) PROFIT SHARING PLAN	ANTIOCH, CA	Advisor / Consultant INVESTMENT ADVISORY	0	$0	$18K