# Eaglebank 401(k) Plan
Source: https://planprovider.pro/companies/eaglebank-401k-plan

> Eaglebank's 401(k) plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eaglebank

- **Sponsor EIN:** 522099123

- **Sponsor Address:** 11900 BOURNEFIELD WAY, SUITE 150, SILVER SPRING, MD, 20904

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

- **Total Participants:** 452

- **Total Assets:** $66.0M

## 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|452|$66.0M|$1.7M|$4.3M|

| 2023|436|$61.4M|$1.7M|$4.4M|

| 2022|467|$55.4M|$1.8M|$4.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$79,522|—|$79,522|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$40,000|—|$40,000|

| SNYDER COHN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [SNYDER COHN, PC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,522

- **Estimated Expense Ratio:** 0.181% 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|$119,522|$40,000|—|—|—|

| 2023|$109,987|$40,000|—|—|—|

| 2022|$121,206|—|—|—|—|

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