Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › EP Wealth Advisors LLC
EP Wealth Advisors LLC
- Service provider, as named on Schedule C
- EIN 330152539
- Plan year 2024
- Direct compensation reported $554,898
Assets of those plans
$62,471,289,570
0.80% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$554,898
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 17 |
| 50 | Direct payment from the plan | 11 |
| 27 | Investment advisory (plan) | 7 |
| 51 | Investment management fees paid directly by plan | 7 |
| 28 | Investment management | 5 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $65,528 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $9,724 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $25,609 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $10,079 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $6,829 |
| Intuit Inc. 401(k) Plan | Intuit | $3,683,174,722 | 33,168 | $10,207 |
| Allianz Asset Management of America 401(k) Savings and Retirement Plan | Allianz Asset Management of America | $2,157,697,959 | 4,907 | $36,715 |
| Gibson, Dunn & Crutcher LLP Retirement Plan | Gibson Dunn & Crutcher | $1,456,731,229 | 3,990 | $31,728 |
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group | $962,120,671 | 1,264 | $49,830 |
| Moffatt & Nichol 401(k) Profit Sharing Plan | Moffatt & Nichol | $230,393,440 | 1,131 | $9,187 |
| Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan | Preti Flaherty Beliveau & Pachios | $127,580,076 | 313 | $24,665 |
| John Paul Mitchell Systems 401(k) & Profit Sharing Plan | John Paul Mitchell Systems | $62,729,298 | 407 | $58,223 |
| Colorado Springs Radiologists, P.C. Profit Sharing Plan | Colorado Springs Radiologists | $49,928,119 | 252 | $13,579 |
| Tafapolsky & Smith LLP 401(k) Profit Sharing Plan & Trust | Tafapolsky & Smith | $14,551,693 | 120 | $10,241 |
| Retirement Income Security Plan-calltower, Inc. | Calltower | $9,480,793 | 143 | $32,201 |
| Retirement Income Security Plan-pw Companies, LLC | PW Companies | $9,439,503 | 157 | $48,936 |
| Retirement Income Security Plan-capital Premium Financing, LLC | Capital Premium Financing | $9,234,448 | 172 | $33,645 |
| Retirement Income Security Plan-fatboy Ice Cream | Casper's Ice Cream | $8,281,186 | 185 | $43,182 |
| Retirement Income Security Plan-midwest Floor Coverings, Inc. | Midwest Floor Coverings | $6,093,604 | 119 | $23,757 |
| Rise Inc. 403(b) Employee Retirement Plan | Rise | $4,523,631 | 351 | $11,033 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.