EPG WEALTH MANAGEMENT

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

40,345

Total plan assets

$10.5B

Filings (rows)

Direct comp

$21K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN	ATLANTA, GA	Advisor / Consultant CONSULTANT	21,409	$5.5B	$11K
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN	ATLANTA, GA	Advisor / Consultant CONSULTANT	18,936	$4.9B	$10K