Eaglestone LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Eaglestone LLC
  • Sponsor EIN: 834178154
  • Sponsor Address: 135 WEST 18TH STREET, NEW YORK, NY, 10011
  • Plan Type: 401(k)
  • Total Participants: 415
  • Total Assets: $40.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023415$40.5M$787,024$2.7M

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