AUMdb

Epcor Usa Inc. 401(k) Savings Plan

Sponsored by Epcor Usa, Inc. · EIN 460525312 · Plan #002

Total assets
$57.7M
Net assets
$57.7M
Active participants
612
With balances
674

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $171,475
Mercer Investment Management Investment management, Other fees $0
Cbiz Cpas P.C. Accounting, Other fees $0