EP WEALTH ADVISORS, LLC 401K PLAN

[ EIN: 33-0152539 | Plan No. 001 ]

Form 5500 filing classifies EP WEALTH ADVISORS, LLC 401K PLAN as a 401(k) plan, sponsored by EP WEALTH ADVISORS, LLC.. The plan is a Large Plan with 81 participants and total assets of $9,849,970 reported for the 2018 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: EP WEALTH ADVISORS, LLC.

Location: 21515 HAWTHORNE BLVD. # 1200, TORRANCE, CA 90503

EIN: 330152539

Plan Number: 001

Plan Year: 2018

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 81

Total Assets: $9,849,970

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