Epika Fleet Services 401(k) Plan
Sponsored by Epika Fleet Services, Inc. · EIN 814555083 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 479
- With balances
- 228
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $25,220 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $23,796 |
| Shepherd Plan Partners, Llc | Contract administrator | $6,675 |
| Futureplan By Ascensus | Contract administrator | $1,400 |