Epiq 401(k) Retirement Plan
Sponsored by Document Technologies, Llc · EIN 582413793 · Plan #001
- Total assets
- $320M
- Net assets
- $319M
- Active participants
- 7,298
- With balances
- 4,417
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $316,889 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $105,918 |
| Creative Planning Llc | Investment advisory (plan) | $68,359 |
| Cri | Accounting | $32,500 |