AUMdb

Epsilon, Inc. 401(k) Plan

Sponsored by Epsilon, Inc. · EIN 300524186 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
459
With balances
277

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Colton Groome Financial Advisors, Llc CRD 128365 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Colton Groome Financial Advisors Ll Investment advisory (plan) $38,766
Empower Annuity Insurance Company O Recordkeeping fees $14,744