Epic Long Island, Inc. Tax Deferred Annunity Plan
Sponsored by Epic Long Island, Inc. · EIN 111821135 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 1,093
- With balances
- 150
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits & Financial Group | Recordkeeping, Sub-transfer agency fees, Finders' fees/placement fees | $21,496 |
| Wealth Enhancement Advisor Services | Investment advisory (plan), Direct payment from the plan | $16,669 |