Retirement Income Security Plan Capital Premium Financing, Llc
Sponsored by Capital Premium Financing, Llc · EIN 820423224 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 161
- With balances
- 172
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 |
|---|---|---|
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ep Wealth Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $33,645 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Named fiduciary | $20,451 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $9,330 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,524 |