AUMdb

Epcon Communities 401(k) Plan

Sponsored by Epcon Communities Services, Llc · EIN 832809723 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
198
With balances
262

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Budros, Ruhlin & Roe, Inc. Recordkeeping, Trustee (institutional), Other services $44,297
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,726