Back to filter
Original filing (PDF)20251002170839NAL0001159632001
EPISOURCE LLC
Form 5500
FILING_RECEIVED
EPISOURCE LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPISOURCE LLC.
Plan sponsor
Name
EPISOURCE LLC
EIN
20-4761361
Address
6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343
Phone
(952) 936-1300
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
41-1321939
City
MINNETONKA, MN
Phone
(952) 936-1300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-03-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTIT OPS CO. LLC | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UHG 401K SAVINGS PLAN MASTER TRUST UNITED HEALTHCARE SERVICES, INC. · EIN 30-0993007 / PN 001 | Master Trust | $0 | — |
Related plans
Similar-size Data Processing, Hosting plans
LOANSINTEL INC.
LOANSINTEL INC. 401(K) PLAN
$0
SIDECHAIN INC.
SIDECHAIN INC. 401(K) PLAN
$0
PREDICTVIEW TECHNOLOGIES, INC.
PREDICTVIEW TECHNOLOGIES, INC. 401(K) PLAN
$0
BLOCKRANK CORPORATION
BLOCKRANK CORPORATION 401(K) PLAN
$0
MEDISKED, LLC
MEDISKED, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$0
ETMA, INC.
ETMA 401(K) PLAN
$0
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B