Plan Snapshot
- Plan Sponsor: Eagle Systems, INC.
- Sponsor EIN: 541122023
- Sponsor Address: 22560 EPIC DRIVE, CALIFORNIA, MD, 20619
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $44.4M
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 | 256 | $44.4M | $340,534 | $1.7M |
| 2023 | 224 | $39.1M | $265,743 | $1.6M |
| 2022 | 229 | $33.4M | $467,791 | $1.7M |
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 |
|---|---|---|---|---|
| ASKEY, ASKEY, & ASSOCIATES, CPA LLC | Auditor | $22,500 | — | $22,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,500
- Estimated Expense Ratio: 0.051% of plan assets
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 | $44,871 | — | — | $22,500 | — |
| 2023 | $56,621 | $7,775 | — | — | — |
| 2022 | $56,432 | — | $56,432 | — | — |