# Eagle Bank 401(k) Plan
Source: https://planprovider.pro/companies/eagle-bank-401k-plan-002-5190

> Eagle Bank's 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eagle Bank

- **Sponsor EIN:** 041295190

- **Sponsor Address:** 8 ESSEX CENTER DR, PEABODY, MA, 01960

- **Plan Type:** 401(k)

- **Total Participants:** 74

- **Total Assets:** $15.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|74|$15.4M|$194,214|$559,163|

| 2023|73|$13.7M|$191,558|$573,255|

| 2022|74|$11.7M|$175,540|$521,070|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHNSON OCONNOR FERON & CARUCCI LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$204|—|$204|—|—|

| 2023|$650|—|$650|—|—|

| 2022|$240|—|$240|—|—|

## Similar Plans

- [Bay State Savings Bank](https://planprovider.pro/companies/bay-state-savings-bank-401k-plan) — 76 participants

- [Cape Ann Savings Bank](https://planprovider.pro/companies/cape-ann-savings-bank-plan-001) — 72 participants

- [Winchester Savings Bank](https://planprovider.pro/companies/winchester-savings-bank-401k-plan) — 72 participants

- [The Lowell Five Cent Savings Bank](https://planprovider.pro/companies/the-lowell-five-cent-savings-bank-plan-001) — 72 participants

- [Athol Savings Bank](https://planprovider.pro/companies/athol-savings-bank-401k-plan) — 78 participants

- [Pentucket Bank](https://planprovider.pro/companies/pentucket-bank-plan) — 69 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eagle-bank-401k-plan-002-5190)

© 2026 PlanProvider.Pro