Epic Sheet Metal, Inc. Retirement Plan
Sponsored by Epic Sheet Metal, Inc. · EIN 821209807 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 246
- With balances
- 453
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hicks Pension Services | Plan administrator | $21,635 |
| Nationwide | Account maintenance fees | $11,465 |
| Pro Account | Investment advisory (participants) | $7,467 |
| Ameriprise Financial Services | Investment advisory (participants) | $0 |