Epsilon C5 I, Inc. 401(k)retirement Plan
Sponsored by Epsilon C5 I, Inc. · EIN 330161245 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.6M
- Active participants
- 253
- With balances
- 366
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan) | $18,750 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $1,744 |
| Futureplan By Ascensus | Contract administrator | $356 |