What public Form 5500 filings show about the Exline, Inc. 401(k) plan — and how to find and check your own account.
Exline, Inc. (EIN 48-1143335) reports EXLINE, INC. PROFIT SHARING/401(K) PLAN & TRUST on its most recent Form 5500, with $9.9M in plan assets across 131 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Exline, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Exline, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UMR, MONETA GROUP, CHARLES SCHWAB & CO, TRUERX MANAGEMENT SERVICES, CHARLES SCHWAB TRUST BANK, HOLMES MURPHY & ASSOCIATES.
