Ep Wealth Advisors Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ep Wealth Advisors Inc is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $509,473 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $509,473
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $509,473
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Healthequity Retirement Services, LLC | UT | 1 | $295,729 |
| John Paul Mitchell Systems | CA | 1 | $53,835 |
| Pw Companies, LLC | UT | 1 | $37,949 |
| Casper'S Ice Cream, LLC | UT | 1 | $35,533 |
| Capital Premium Financing, LLC | UT | 1 | $29,108 |
| Calltower, Inc. | UT | 1 | $22,833 |
| Midwest Floor Coverings, Inc. | UT | 1 | $20,306 |
| Brady Socal, Inc. | CA | 1 | $14,180 |
State footprint
Plans reporting Ep Wealth Advisors Inc are sponsored in UT (6), CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Healthequity Retirement Services, LLC | Retirement Income Security Plan | 2023 | $295,729 | not reported in the loaded dataset |
| John Paul Mitchell Systems | John Paul Mitchell Systems 401(K) & Profit Sharing Plan | 2023 | $53,835 | not reported in the loaded dataset |
| Pw Companies, LLC | Retirement Income Security Plan-Pw Companies, LLC | 2023 | $37,949 | not reported in the loaded dataset |
| Casper'S Ice Cream, LLC | Retirement Income Security Plan-Fatboy Ice Cream | 2023 | $35,533 | not reported in the loaded dataset |
| Capital Premium Financing, LLC | Retirement Income Security Plan-Capital Premium Financing, LLC | 2023 | $29,108 | not reported in the loaded dataset |
| Calltower, Inc. | Retirement Income Security Plan-Calltower, Inc. | 2023 | $22,833 | not reported in the loaded dataset |
| Midwest Floor Coverings, Inc. | Retirement Income Security Plan-Midwest Floor Coverings, Inc. | 2023 | $20,306 | not reported in the loaded dataset |
| Brady Socal, Inc. | Brady Company/San Diego, Inc. 401(K) Profit Sharing Plan | 2023 | $14,180 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Income Security Plan (plan 333)
- Healthequity Retirement Services, LLC — all reported plans
- John Paul Mitchell Systems 401(K) & Profit Sharing Plan (plan 002)
- John Paul Mitchell Systems — all reported plans
- Retirement Income Security Plan-Pw Companies, LLC (plan 003)
- Pw Companies, LLC — all reported plans
- Retirement Income Security Plan-Fatboy Ice Cream (plan 003)
- Casper'S Ice Cream, LLC — all reported plans
- Retirement Income Security Plan-Capital Premium Financing, LLC (plan 001)
- Capital Premium Financing, LLC — all reported plans
- Retirement Income Security Plan-Calltower, Inc. (plan 003)
- Calltower, Inc. — all reported plans
- Retirement Income Security Plan-Midwest Floor Coverings, Inc. (plan 003)
- Midwest Floor Coverings, Inc. — all reported plans
- Brady Company/San Diego, Inc. 401(K) Profit Sharing Plan (plan 001)
- Brady Socal, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources