Plan Snapshot
- Plan Sponsor: Eos Accountants LLP
- Sponsor EIN: 223462644
- Sponsor Address: 500 FRANK W. BURR BLVD, TEANECK, NJ, 07666
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 165 | $32.5M | $602,185 | $1.9M |
| 2023 | 162 | $26.1M | $533,227 | $1.8M |
| 2022 | 153 | $21.0M | $489,039 | $1.6M |
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 |
|---|---|---|---|---|
| FRANKEL & STARR, CERTIFIED PUBLIC A | Auditor | — | — | $0 |
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 | $49,993 | $31,499 | $18,494 | — | — |
| 2023 | $20,604 | $13,051 | $7,553 | — | — |
| 2022 | $37,837 | $15,427 | $17,775 | — | $4,635 |