Plan Snapshot
- Plan Sponsor: Eagle Global Advisors, L.L.C.
- Sponsor EIN: 760518446
- Sponsor Address: 1330 POST OAK BLVD., HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $21.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 26 | $21.1M | $314,359 | $242,395 |
| 2023 | 24 | $17.5M | $0 | $229,886 |
| 2022 | 24 | $17.6M | $0 | $265,679 |