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  2. E SOURCE COMPANIES, LLC
Sponsor portfolio

E SOURCE COMPANIES, LLC

EIN 20-4402870-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$631K premiums
Participants
835
1321 UPLAND DRIVE SUITE 3413 - HOUSTON, TX 770434718225-444-3193
Plans on this EIN
2 filings
#001401k-$32.4M - 494 part#525Mixed-$631K - 445 lives

Benefits portfolio analytics

1 plan / $631K premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$631K
  • Vision$631K
  • Life$631K
  • Short-term disability$631K
  • Long-term disability$631K
  • Other$631K
Total $631K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $631K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

E SOURCE 401(K) PLAN

401k

Assets$32.4M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

E SOURCE COMPANIES LLC

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$631K
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E SOURCE 401(K) PLAN401k$32.4M4942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
525E SOURCE COMPANIES LLCMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$631K4452025
Retirement plans
Welfare plans
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