PARI Schmidt signed Epsilon Systems Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epsilon Systems Solutions, Inc.'s EIN is 52-2129453.
Download the official 2024 Form 5500 (PDF) for Epsilon Systems Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epsilon Systems Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISORY | $51K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 10.3% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | — | $4.1M | 9.2% | |
| Putnam Stable Value Fund (25) | Stable Value | — | — | $4.0M | 9.0% | |
| PUTNAM STABLE VALUE FUND (25) FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Pooled Separate Account | — | — | $3.8M | 8.5% | |
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | — | $3.2M | 7.2% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | — | $3.0M | 6.9% | |
| PRINCIPAL CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $3.0M | 6.8% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | — | $2.8M | 6.2% | |
| Hartford Dvdnd and Grwth R6 Fd | Other securities | — | — | $1.9M | 4.2% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | — | $1.7M | 3.9% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | — | $1.7M | 3.8% | |
| Fidelity Adv Growth Opp Z Fund | Mutual Funds | — | — | $1.5M | 3.3% | |
| Victory Sycamore Victory Sycamore Est Val R6 Fd | Other securities | — | — | $1.4M | 3.2% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | — | $1.4M | 3.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $1.2M | 2.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- $ | Bonds / Notes | — | — | $1000K | 2.3% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $996K | 2.2% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | — | $860K | 1.9% | |
| Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | — | $847K | 1.9% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | — | $820K | 1.8% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $810K | 1.8% | |
| PRINCIPAL DIVERSIFIED INTL SA-A PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $616K | 1.4% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | — | $565K | 1.3% | |
| Western Asset Western Asset Cr Pls Bd IS Fd | Other securities | — | — | $496K | 1.1% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | — | $463K | 1.0% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $458K | 1.0% | |
| American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $271K | 0.6% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | — | $229K | 0.5% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | — | $228K | 0.5% | |
| American Funds American Funds NewWorld R6 | Mutual Funds | — | — | $112K | 0.3% | |
| DFA Real Estate Secs I Fd | Mutual Funds | — | — | $84K | 0.2% | |
| Nuveen Lifecycl Indx Ret Inc R | Mutual Funds | — | — | $47K | 0.1% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | — | $47K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | OTHER SERVICES | $0 | — |
