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Original filing (PDF)20251014191118NAL0003547153001
EPSILON SYSTEMS SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
EPSILON SYSTEMS SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
995
Accounts w/ balance
697
Plan assets (EOY)
$44.3M
Net assets (EOY)
$44.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EPSILON SYSTEMS SOLUTIONS, INC..
Plan sponsor
Name
EPSILON SYSTEMS SOLUTIONS, INC.
EIN
52-2129453
Address
9444 BALBOA AVE, STE 100 · SAN DIEGO, CA · 921236404
Phone
(619) 702-1700
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISORY | $51K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $131K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | — | OTHER SERVICES | $0 | — |
Investments
30 direct securities · 3 pooled funds· $48.1M(100% of reported assets)
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.
Uncategorized
$40.7M
30 holdings
Pooled Separate Account
$7.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.6M | 10.3% | |
| Nuveen Lifecycl Index 2030 R6 | — | — | — | $4.1M | 9.2% | |
| Putnam Stable Value Fund (25) | — | — | — | $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 | — | — | — | $3.2M | 7.2% | |
| Nuveen Lifecycl Index 2040 R6 | — | — | — | $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 | — | — | — | $2.8M | 6.2% | |
| Hartford Dvdnd and Grwth R6 Fd | — | — | — | $1.9M | 4.2% | |
| Nuveen Lifecycl Index 2035 R6 | — | — | — | $1.7M | 3.9% | |
| Nuveen Lifecycl Index 2045 R6 | — | — | — | $1.7M | 3.8% | |
| Fidelity Adv Growth Opp Z Fund | — | — | — | $1.5M | 3.3% | |
| Victory Sycamore Victory Sycamore Est Val R6 Fd | — | — | — | $1.4M | 3.2% | |
| Nuveen Lifecycl Index 2020 R6 | — | — | — | $1.4M | 3.1% | |
| Fidelity Mid Cp Index Fund | — | — | — | $1.2M | 2.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- $ | — | — | — | $1000K | 2.3% | |
| Fidelity Sm Cap Index Fund | — | — | — | $996K | 2.2% | |
| Nuveen Lifecycl Index 2055 R6 | — | — | — | $860K | 1.9% | |
| Nuveen Lifecycl Index 2015 R6 | — | — | — | $847K | 1.9% | |
| Nuveen Lifecycl Index 2060 R6 | — | — | — | $820K | 1.8% | |
| PIMCO Income Institutional Fd | — | — | — | $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 | — | — | — | $565K | 1.3% | |
| Western Asset Western Asset Cr Pls Bd IS Fd | — | — | — | $496K | 1.1% | |
| Franklin Small Cap Value R6 Fd | — | — | — | $463K | 1.0% | |
| Fidelity International Idx Fd | — | — | — | $458K | 1.0% | |
| American Funds Am Fds EuroPacific Grth R6 Fd | — | — | — | $271K | 0.6% | |
| Nuveen Lifecycl Index 2010 R6 | — | — | — | $229K | 0.5% | |
| Nuveen Lifecycl Index 2065 R6 | — | — | — | $228K | 0.5% | |
| American Funds American Funds NewWorld R6 | — | — | — | $112K | 0.3% | |
| DFA Real Estate Secs I Fd | — | — | — | $84K | 0.2% | |
| Nuveen Lifecycl Indx Ret Inc R | — | — | — | $47K | 0.1% | |
| PGIM Global Total Ret R6 Fd | — | — | — | $47K | 0.1% |
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