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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

EPLAN ADVISORS, LLC

CRD 112504

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47b610e4-8b77-ba3c-be2d-7f986f1422c6

Data as of Mar 1, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Mar 27, 2012 to Mar 1, 2021
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Eplan Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-63213
CRD: 112504
Filings on the tape: 19
First filed: Mar 27, 2012
Latest filed: Mar 1, 2021
Organised: Limited Liability Company, Colorado

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FAST401K, INC.	SOLE MEMBER OF LLC	E	yes	06/2000	Mar 27, 2012	Mar 1, 2021
WILEY, CHRISTINE, LEE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2014	Apr 1, 2015	Mar 1, 2021
PAYCHEX HOLDINGS, LLC	Partner	F	no	05/2018	Sep 17, 2019	Mar 1, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 1, 2021	n/a	n/a	2	2	0	n/a	n/a
2019	Mar 27, 2020	n/a	n/a	2	2	0	n/a	n/a
2018	Mar 28, 2019	n/a	n/a	2	2	0	n/a	n/a
2017	Mar 29, 2018	n/a	n/a	2	2	1	n/a	n/a
2016	Mar 30, 2017	n/a	n/a	2	2	n/a	n/a	n/a
2015	Mar 30, 2016	n/a	n/a	1	1	n/a	n/a	n/a
2014	Apr 1, 2015	n/a	n/a	1	1	n/a	n/a	n/a
2013	Mar 26, 2014	n/a	n/a	2	1	n/a	n/a	n/a
2012	Feb 6, 2013	n/a	n/a	1	1	n/a	n/a	n/a
2011	Mar 27, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	n/a	n/a	n/a	n/a	n/a	2	2	0	0

Relationships

Controls (2)

← WILEY, CHRISTINE, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 1, 2015 to presentfactForm ADV
← FAST401K, INC.OwnerSOLE MEMBER OF LLC, ownership code E, domestic entity
Mar 27, 2012 to presentfactForm ADV

Owns (1)

← PAYCHEX HOLDINGS, LLCOwnerPARTNER, ownership code F, domestic entity
Sep 17, 2019 to presentfactForm ADV

Registered with (1)

← MARK MATTHEW GUTRICHAdvisorregistration: previous registration
Jul 18, 2000 to Jan 17, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47b610e4-8b77-ba3c-be2d-7f986f1422c6
First observed: Mar 27, 2012
Last observed: Mar 1, 2021 67 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EPLAN ADVISORS, LLC

CRD 112504

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47b610e4-8b77-ba3c-be2d-7f986f1422c6

Data as of Mar 1, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FAST401K, INC.

SOLE MEMBER OF LLC

yes

06/2000

Mar 27, 2012

Mar 1, 2021

WILEY, CHRISTINE, LEE

CHIEF COMPLIANCE OFFICER

yes

11/2014

Apr 1, 2015

Mar 1, 2021

PAYCHEX HOLDINGS, LLC

Partner

05/2018

Sep 17, 2019

Mar 1, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 1, 2021

n/a

2019

Mar 27, 2020

n/a

2018

Mar 28, 2019

n/a

2017

Mar 29, 2018

n/a

2016

Mar 30, 2017

n/a

2015

Mar 30, 2016

n/a

2014

Apr 1, 2015

n/a

2013

Mar 26, 2014

n/a

2012

Feb 6, 2013

n/a

2011

Mar 27, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

n/a