EPIC ADVISOR
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
32
Active participants
10,384
Total plan assets
$999.0M
Filings (rows)
32
Direct comp
$756K
Indirect comp
$72K
Aggregating 2 name variants under "EPIC ADVISOR"
SERVICES PROVIDED
Other22
Recordkeeper4
TPA / Administrator3
Custodian2
Advisor / Consultant1
Top plans served
All 32 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS, TN | Other NONE | 115 | $122.1M | $21K |
| MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS, TN | Other NONE | 127 | $118.5M | $22K |
| MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS, TN | Other NONE | 69 | $110.9M | $20K |
| EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA, CA | Recordkeeper RECORDKEEPER | 354 | $107.7M | $0 |
| EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA, CA | Recordkeeper RECORDKEEPER | 374 | $106.8M | $0 |
| EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA, CA | Recordkeeper RECORDKEEPER | 366 | $88.5M | $0 |
| FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS, MO | Other | 263 | $40.8M | $5K |
| THE BARABOO BANCORPORATION, INC. THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN | BARABOO, WI | Other NONE | 89 | $19.9M | $4K |
| HUMAN KINETICS, INC. HUMAN KINETICS, INC. 401(K) PLAN | CHAMPAIGN, IL | Other NONE | 157 | $19.7M | $38K |
| HUMAN KINETICS, INC. HUMAN KINETICS, INC. 401(K) PLAN | CHAMPAIGN, IL | Other NONE | 159 | $19.6M | $37K |
| THE EYE CENTER OF OAK RIDGE, P.C. THE EYE CENTER OF OAK RIDGE, P.C. PROFIT SHARING PLAN | OAK RIDGE, TN | Other NONE | 82 | $18.6M | $13K |
| HUMAN KINETICS, INC. HUMAN KINETICS, INC. 401(K) PLAN | CHAMPAIGN, IL | Other NONE | 160 | $18.2M | $30K |
| WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT, MS | Other NONE | 116 | $18.1M | $2K |
| THE BARABOO BANCORPORATION, INC. THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN | BARABOO, WI | Other NONE | 89 | $18.0M | $2K |
| THE EYE CENTER OF OAK RIDGE, P.C. THE EYE CENTER OF OAK RIDGE, P.C. PROFIT SHARING PLAN | OAK RIDGE, TN | Other NONE | 70 | $16.9M | $13K |
| THE EYE CENTER OF OAK RIDGE, P.C. THE EYE CENTER OF OAK RIDGE, P.C. PROFIT SHARING PLAN | OAK RIDGE, TN | Other NONE | 77 | $16.3M | $14K |
| THE BARABOO BANCORPORATION, INC. THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN | BARABOO, WI | Other NONE | 87 | $15.5M | $1K |
| LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Other NONE | 193 | $13.4M | $18K |
| LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Other NONE | 195 | $10.8M | $16K |
| BOARD OF TRUSTEES OF THE DIERBERGS LOCAL 655 VARIABLE ANNUITY PLAN THE DIERBERGS MARKET, INC AND LOCAL 655 VARIABLE ANNUITY PLAN | CHESTERFIELD, MO | TPA / Administrator THIRD PARTY ADMINISTRATOR | 1,602 | $10.7M | $99K |
| DESCO FEDERAL CREDIT UNION DESCO 401(K) PLAN | PORTSMOUTH, OH | Advisor / Consultant INVESTMENT ADVISOR | 93 | $9.7M | $39K |
| WALLACE HARDWARE COMPANY, INC. WALLACE DISTRIBUTION COMPANY PROFIT SHARING PLAN | MORRISTOWN, TN | Other NONE | 167 | $9.5M | $12K |
| LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Other NONE | 178 | $9.2M | $20K |
| BOARD OF TRUSTEES OF THE DIERBERGS LOCAL 655 VARIABLE ANNUITY PLAN THE DIERBERGS MARKET, INC AND LOCAL 655 VARIABLE ANNUITY PLAN | CHESTERFIELD, MO | TPA / Administrator THIRD PARTY ADMINISTRATOR | 1,566 | $8.6M | $94K |
| AUTO PARTS MANUFACTURING MISSISSIPPI AUTO PARTS MANUFACTURING MISSISSIPPI 401(K) PLAN | GUNTOWN, MS | Other NONE | 379 | $8.5M | $12K |
| WALLACE HARDWARE COMPANY, INC. WALLACE DISTRIBUTION COMPANY PROFIT SHARING PLAN | MORRISTOWN, TN | Other NONE | 164 | $8.5M | $11K |
| WALLACE HARDWARE COMPANY, INC. WALLACE DISTRIBUTION COMPANY PROFIT SHARING PLAN | MORRISTOWN, TN | Other NONE | 154 | $7.8M | $12K |
| EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. MULTIPLE EMPLOYER PLAN | FRANKFORT, NY | Recordkeeper RECORDKEEPER | 225 | $7.0M | $12K |
| NORTHLAND INVESTMENTS, INC. NORTHLAND INVESTMENTS, INC. PROFIT SHARING 401(K) PLAN | HOUGHTON LAKE, MI | Custodian CUSTODIAN/ RECORDKEEPER | 926 | $6.6M | $40K |
| BOARD OF TRUSTEES OF THE DIERBERGS LOCAL 655 VARIABLE ANNUITY PLAN THE DIERBERGS MARKET, INC AND LOCAL 655 VARIABLE ANNUITY PLAN | CHESTERFIELD, MO | TPA / Administrator THIRD PARTY ADMINISTRATOR | 1,533 | $6.3M | $133K |
| OCEAN VIEW MANAGEMENT COMPANY SEA COAST/OCEANVIEW RETIREMENT PLAN | FALMOUTH, ME | Custodian CUSTODIAN, RECORDKEEPER | 169 | $5.5M | $10K |
| DFP, INC. DBA EDWARD FERRELL & LEWIS MITTMAN EDWARD FERRELL & LEWIS MITTMAN 401(K) PLAN | HIGH POINT, NC | Other NONE | 86 | $1.1M | $5K |