# Eos Energy Storage LLC DC Plan
Source: https://planprovider.pro/companies/eos-energy-storage-llc-plan

> Eos Energy Storage LLC's DC plan: 473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eos Energy Storage LLC

- **Sponsor EIN:** 320256144

- **Sponsor Address:** 3920 PARK AVE, EDISON, NJ, 08820

- **Plan Type:** DC

- **Total Participants:** 473

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|473|$10.7M|$1.3M|$2.7M|

| 2023|420|$7.1M|$999,429|$2.0M|

| 2022|331|$4.3M|$810,947|$1.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$122,659|—|$122,659|

| GREEN RIDGE WEALTH PLANNING LLC|INVESTMENT ADVISORY|—|$42,413|$42,413|

| ACTUARIAL RETIREMENT SERVICES|CONTRACT ADMINISTRATOR|$34,499|$3,718|$38,217|

| GROSSMAN YANAK & FORD LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GROSSMAN YANAK & FORD LLP](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,289

- **Estimated Expense Ratio:** 1.905% 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|$157,158|—|$157,158|—|—|

| 2023|$104,174|—|$104,174|—|—|

| 2022|$52,420|—|$52,420|—|—|

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