Plan Snapshot
- Plan Sponsor: Epsilon Systems Solutions, INC.
- Sponsor EIN: 522129453
- Sponsor Address: 9444 BALBOA AVE, STE 100, SAN DIEGO, CA, 921236404
- Plan Type: 401(k)
- Total Participants: 995
- Total Assets: $44.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 995 | $44.3M | $677,998 | $3.1M |
| 2023 | 1,029 | $39.9M | $651,984 | $3.0M |
| 2022 | 1,052 | $33.8M | $564,053 | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $131,133 | — | $131,133 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $51,250 | — | $51,250 |
| TRANSITION FINANCE STRATEGIES, LLC | Other Service Provider | — | $18,802 | $18,802 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $201,185
- Estimated Expense Ratio: 0.454% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $131,134 | — | $131,134 | — | — |
| 2023 | $116,531 | — | $116,531 | — | — |
| 2022 | $111,566 | — | $111,566 | — | — |