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Sponsor portfolio

CLEMSON-EPS ADVISORS, LLC

EIN 27-1290644-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
10704 CLEMSON BOULEVARD - SENECA, SC 29678864-888-2666
Plans on this EIN
2 filings
#001401k-$849K - 5 part#002CashBalance-$352K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • ADVISORS, LLC 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • ADVISORS, LLC 401(K) (#001)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLEMSON-EPS ADVISORS, LLC 401(K) PLAN

401k

Assets$849K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLEMSON-EPS ADVISORS, LLC CASH BALANCE PLAN

CashBalance

Assets$352K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLEMSON-EPS ADVISORS, LLC 401(K) PLAN401k$849K52024
002CLEMSON-EPS ADVISORS, LLC CASH BALANCE PLANCashBalance$352K62024
Retirement plans
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