Assets by plan
Share of aggregate retirement assets
Filings through .
Clemson-Eps Advisors, LLC
EIN 27-1290644Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
0
Participants
11
10704 CLEMSON BOULEVARD - SENECA, SC 29678864-888-2666
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLEMSON-EPS ADVISORS, LLC 401(K) PLAN
401(k)
Assets$1.2M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CLEMSON-EPS ADVISORS, LLC CASH BALANCE PLAN
Cash balance
Assets$498K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLEMSON-EPS ADVISORS, LLC 401(K) PLAN | 401(k) | $1.2M | 5 | 2025 |
| #002 | CLEMSON-EPS ADVISORS, LLC CASH BALANCE PLAN | Cash balance | $498K | 6 | 2025 |
- #001 · 401(k) · 20255
- #002 · Cash balance · 20256
Retirement plans