Ep Wealth Advisors LLC — 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 LLC is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $321,703 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $321,703
- Reported indirect compensation
- $0
- Total reported compensation
- $321,703
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| Scripps Clinic Medical Group, Inc. | CA | 1 | $105,313 |
| Southern California Permanente Medical Group | CA | 1 | $55,679 |
| United Airlines, Inc. | IL | 1 | $48,586 |
| Allianz Asset Management Of America LLC | CA | 1 | $33,271 |
| Preti, Flaherty, Beliveau & Pachios Llp | ME | 1 | $22,103 |
| The Charles Schwab Corporation | TX | 1 | $17,236 |
| Tafapolsky & Smith Llp | CA | 1 | $8,851 |
| Intuit Inc. | CA | 1 | $8,527 |
| Moffatt & Nichol | CA | 1 | $7,099 |
| Rise, Inc. | AZ | 1 | $6,806 |
State footprint
Plans reporting Ep Wealth Advisors LLC are sponsored in CA (8), AZ (1), IL (1), ME (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Scripps Clinic Medical Group, Inc. | Scripps Clinic Medical Group, Inc. Retirement Savings Plan | 2023 | $105,313 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $55,679 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $48,586 | not reported in the loaded dataset |
| Allianz Asset Management Of America LLC | Allianz Asset Management Of America 401(K) Savings And Retirement Plan | 2023 | $33,271 | not reported in the loaded dataset |
| Preti, Flaherty, Beliveau & Pachios Llp | Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan | 2023 | $22,103 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $17,236 | not reported in the loaded dataset |
| Tafapolsky & Smith Llp | Tafapolsky & Smith Llp 401(K) Profit Sharing Plan & Trust | 2023 | $8,851 | not reported in the loaded dataset |
| Intuit Inc. | Intuit Inc. 401(K) Plan | 2023 | $8,527 | not reported in the loaded dataset |
| Moffatt & Nichol | Moffatt & Nichol 401(K) Profit Sharing Plan | 2023 | $7,099 | not reported in the loaded dataset |
| Rise, Inc. | Rise Inc. 403(B) Employee Retirement Plan | 2023 | $6,806 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $6,573 | not reported in the loaded dataset |
| Orange County Urology Associates, Inc. A Medical Group | Orange County Urology Associates 401(K) Profit Sharing Plan | 2023 | $1,659 | $0 |
Related Form 5500 pages
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (plan 003)
- Scripps Clinic Medical Group, Inc. — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Allianz Asset Management Of America 401(K) Savings And Retirement Plan (plan 001)
- Allianz Asset Management Of America LLC — all reported plans
- Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan (plan 002)
- Preti, Flaherty, Beliveau & Pachios Llp — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Tafapolsky & Smith Llp 401(K) Profit Sharing Plan & Trust (plan 001)
- Tafapolsky & Smith Llp — all reported plans
- Intuit Inc. 401(K) Plan (plan 001)
- Intuit Inc. — all reported plans
- Moffatt & Nichol 401(K) Profit Sharing Plan (plan 001)
- Moffatt & Nichol — all reported plans
- Rise Inc. 403(B) Employee Retirement Plan (plan 001)
- Rise, Inc. — all reported plans
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Orange County Urology Associates 401(K) Profit Sharing Plan (plan 001)
- Orange County Urology Associates, Inc. A Medical Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources