Ep Wealth Advisors Admin, LLC401(k)

Ep Wealth Advisors Admin, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $60,765,631 across 495 participant accounts, with employer contributions averaging $4,644 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,516th-largest of 9,483 plans among California employers on file, and the 1,446th of 4,798 in finance & insurance. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 347 to 461 since 2022.