Exceptional Parents Unlimited Profit Sharing Plan
Sponsored by Exceptional Parents Unlimited · EIN 770263702 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 101
- With balances
- 144
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regency Investment Advisors | Investment advisory (plan) | $22,847 |
| Empower Annuity Insurance Company | Recordkeeping fees | $21,172 |