AUMdb

Epsilon Systems Solutions, Inc. 401(k) Plan

Sponsored by Epsilon Systems Solutions, Inc. · EIN 522129453 · Plan #001

Total assets
$44.3M
Net assets
$44.3M
Active participants
995
With balances
697

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $131,133
Ubs Financial Services Inc. Investment advisory (plan) $51,250
Transition Finance Strategies, Llc Other services, Other fees $0