EP WEALTH ADVISORS
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
68
Active participants
514,353
Total plan assets
$167.3B
Filings (rows)
68
Direct comp
$2.8M
Indirect comp
$0
SERVICES PROVIDED
Other45
Advisor / Consultant22
Broker1
Top plans served
All 68 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,450 | $19.8B | $7K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $66K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 14,981 | $15.9B | $10K |
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 106,111 | $15.0B | $10K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $49K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $53K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $26K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $17K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $69K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $56K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $10K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 18,579 | $6.5B | $10K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $34K |
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $7K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 24,200 | $3.7B | $10K |
| INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 20,635 | $3.1B | $9K |
| ALLIANZ ASSET MANAGEMENT OF AMERICA LLC ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Other NONE | 2,228 | $2.2B | $37K |
| ALLIANZ ASSET MANAGEMENT OF AMERICA LLC ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Other NONE | 2,419 | $1.9B | $33K |
| ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH, CA | Other NONE | 2,509 | $1.6B | $33K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,073 | $962.1M | $50K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,136 | $834.8M | $105K |
| SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA, CA | Other NONE | 1,102 | $661.1M | $104K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Other NONE | — | $649.1M | $356K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $554.2M | $296K |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER, UT | Advisor / Consultant 3(38) INVESTMENT MANAGER | — | $446.2M | $260K |
| MOFFATT & NICHOL MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN | LONG BEACH, CA | Other NONE | 1,024 | $230.4M | $9K |
| MOFFATT & NICHOL MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN | LONG BEACH, CA | Other NONE | 933 | $194.1M | $7K |
| PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | PORTLAND, ME | Other NONE | 182 | $127.6M | $25K |
| PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | PORTLAND, ME | Other NONE | 186 | $116.4M | $22K |
| JOHN PAUL MITCHELL SYSTEMS JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | SANTA CLARITA, CA | Advisor / Consultant ADVISOR | 332 | $62.7M | $58K |
| JOHN PAUL MITCHELL SYSTEMS JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | SANTA CLARITA, CA | Advisor / Consultant ADVISOR | 314 | $58.5M | $54K |
| JOHN PAUL MITCHELL SYSTEMS JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | SANTA CLARITA, CA | Advisor / Consultant ADVISOR | 308 | $53.4M | $58K |
| COLORADO SPRINGS RADIOLOGISTS, P.C. COLORADO SPRINGS RADIOLOGISTS, P.C. PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Other NONE | 202 | $49.9M | $14K |
| COLORADO SPRINGS RADIOLOGISTS, P.C. COLORADO SPRINGS RADIOLOGISTS, P.C. PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Other NONE | 206 | $40.7M | $12K |
| MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA, ME | Advisor / Consultant FINANCIAL ADVISOR | 123 | $29.2M | $77K |
| MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA, ME | Advisor / Consultant FINANCIAL ADVISOR | 116 | $24.3M | $63K |
| MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY MAINE DARTMOUTH FAMILY MEDICINE RESIDENCY 403(B) PLAN | AUGUSTA, ME | Advisor / Consultant FINANCIAL ADVISOR | 127 | $19.5M | $14K |
| ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS, CA | Broker SECURITIES BROKERAGE | 110 | $18.0M | $2K |
| BRADY SOCAL, INC. BRADY COMPANY/SAN DIEGO, INC. 401(K) PROFIT SHARING PLAN | LA MESA, CA | Advisor / Consultant ADVISOR | 368 | $16.0M | $60K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 81 | $14.6M | $10K |
| HRD AERO SYSTEMS, INC. HRD AERO SYSTEMS, INC. 401(K) PLAN | VALENCIA, CA | Advisor / Consultant INVESTMENT ADVISOR | 250 | $13.6M | $15K |
| BRADY COMPANY CALIFORNIA BRADY COMPANY CALIFORNIA 401(K) PROFIT SHARING PLAN | LA MESA, CA | Advisor / Consultant ADVISOR | 116 | $12.0M | $46K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 74 | $11.1M | $9K |
| HRD AERO SYSTEMS, INC. HRD AERO SYSTEMS, INC. 401(K) PLAN | VALENCIA, CA | Advisor / Consultant INVESTMENT ADVISOR | 235 | $10.4M | $16K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 81 | $9.9M | $9K |
| CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN, UT | Other NONE | 178 | $9.5M | $32K |
| PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY, UT | Other NONE | 95 | $9.4M | $49K |
| CAPITAL PREMIUM FINANCING, LLC RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | DRAPER, UT | Other NONE | 161 | $9.2M | $34K |
| CASPER'S ICE CREAM LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND, UT | Other NONE | 224 | $8.3M | $43K |
| PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY, UT | Other NONE | 102 | $7.8M | $38K |
| CASPER'S ICE CREAM, LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND, UT | Other NONE | 193 | $7.6M | $36K |
| CAPITAL PREMIUM FINANCING, LLC RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | DRAPER, UT | Other NONE | 148 | $7.4M | $29K |
| CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN, UT | Other NONE | 151 | $7.1M | $23K |
| PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY, UT | Other NONE | 111 | $6.1M | $34K |
| MIDWEST FLOOR COVERINGS, INC. RETIREMENT INCOME SECURITY PLAN-MIDWEST FLOOR COVERINGS, INC. | SALT LAKE CITY, UT | Other NONE | 97 | $6.1M | $24K |
| CASPER'S ICE CREAM, LLC RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM | RICHMOND, UT | Other NONE | 206 | $5.9M | $36K |
| CAPITAL PREMIUM FINANCING, LLC RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | DRAPER, UT | Other NONE | 141 | $5.7M | $28K |
| MIDWEST FLOOR COVERINGS, INC. RETIREMENT INCOME SECURITY PLAN-MIDWEST FLOOR COVERINGS, INC. | SALT LAKE CITY, UT | Other NONE | 105 | $5.7M | $20K |
| CALLTOWER, INC. RETIREMENT INCOME SECURITY PLAN-CALLTOWER, INC. | SOUTH JORDAN, UT | Other NONE | 150 | $5.0M | $17K |
| MIDWEST FLOOR COVERINGS, INC. RETIREMENT INCOME SECURITY PLAN-MIDWEST FLOOR COVERINGS, INC. | SALT LAKE CITY, UT | Other NONE | 120 | $4.6M | $19K |
| AEGIS MANAGEMENT, LLC AEGIS MANAGEMENT 401(K) PLAN | LOGAN, UT | Advisor / Consultant INVESTMENT MANAGER | 430 | $4.6M | $20K |
| RISE, INC. RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN | MESA, AZ | Other NONE | 2,952 | $4.5M | $11K |
| BOYS & GIRLS CLUBS OF GREATER SAN DIEGO THE BOYS & GIRLS CLUBS OF GREATER SAN DIEGO MTIA PLAN | SAN DIEGO, CA | Advisor / Consultant RIA | — | $4.0M | $13K |
| RISE, INC. RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN | MESA, AZ | Other NONE | 2,826 | $3.7M | $7K |
| BRADY SOCAL, INC. BRADY COMPANY/SAN DIEGO, INC. 401(K) PROFIT SHARING PLAN | LA MESA, CA | Advisor / Consultant ADVISOR | — | $23 | $14K |
| PC SPECIALISTS, INC. TECHNOLOGY INTEGRATION GROUP 401(K) PLAN | SAN DIEGO, CA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |
| ALC HOLDING, LLC ALC HOLDING PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN AND TRUST | PHOENIX, AZ | Advisor / Consultant FINANCIAL ADVISOR | 0 | $0 | $11K |
| RYLEY CARLOCK & APPLEWHITE, P.C. RYLEY CARLOCK & APPLEWHITE TAX-SHELTERED SAVINGS PLAN | PHOENIX, AZ | Other NONE | 0 | $0 | $6K |