Plan Snapshot
- Plan Sponsor: Eagle Systems, INC.
- Sponsor EIN: 911090556
- Sponsor Address: 230 GRANT ROAD SUITE 1A, EAST WENATCHEE, WA, 98802
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 179 | $10.0M | $113,064 | $657,249 |
| 2023 | 183 | $8.7M | $107,381 | $634,624 |
| 2022 | 111 | $8.2M | $85,821 | $514,134 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $32,232 | $17,011 | — | — | — |
| 2023 | $13,941 | $2,417 | — | — | — |
| 2022 | $13,558 | $4,735 | $8,823 | — | — |