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Company Name: | EP WEALTH ADVISORS, LLC |
Employer identification number (EIN): | 330152539 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-09-30 | |||||
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-09-30 | |||||
Date | Description |
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2021-05-23 | 330152539 Change of name detected from EP WEALTH ADVISORS, INC. to EP WEALTH ADVISORS, LLC |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | EP WEALTH ADVISORS, INC.. 401(K) PLAN | 2015-01-01 | 2008-01-01 |
501 | EP WEALTH ADVISORS, LLC | 2020-01-01 | 2020-01-01 |