AUMdb

Epitec, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Epitec, Inc. · EIN 382563079 · Plan #001

Total assets
$47.0M
Net assets
$47.0M
Active participants
954
With balances
930

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $27,758
Plante & Moran, Pllc Recordkeeping, Consulting (pension), Direct payment from the plan $17,500
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0