Epsm Llc. 401(k) Retirement Plan
Sponsored by Epsm Llc Dba Qpd · EIN 822721257 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 122
- With balances
- 246
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 |
|---|---|---|
| Preisz Associates, Inc. CRD 144469 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping | $18,600 |
| Preisz Associates | Investment advisory (participants) | $8,149 |
| Ascensus Llc | Recordkeeping | $0 |