Retirement Income Security Plan Fatboy Ice Cream
Sponsored by Casper's Ice Cream Llc · EIN 870294727 · Plan #003
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 224
- With balances
- 185
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 | $43,182 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Investment advisory (plan) | $19,628 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $11,663 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,509 |