Sponsor portfolio
EP WEALTH MANAGEMENT, LLC
EIN 47-3728286Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$133K assets
Welfare
0
Participants
5
271 ROUTE 46 WEST, SUITE C201 - FAIRFIELD, NJ 07004973-882-1937
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EP WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $133K | 5 | 2025 |
Retirement plans