EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN
EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN is a defined contribution retirement plan sponsored by EP WEALTH ADVISORS ADMIN, LLC, headquartered in TORRANCE, CA, holding approximately $90.3M in plan assets on behalf of 504 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).