Plan Snapshot
- Plan Sponsor: Eos Investors LLC
- Sponsor EIN: 815200280
- Sponsor Address: 444 MADISON AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 2,680
- Total Assets: $26.7M
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 | 2,680 | $26.7M | $2.4M | $4.4M |
| 2023 | 2,472 | $18.3M | $2.0M | $3.3M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $46,218 | — | $46,218 |
| THE BENEFIT PRACTICE | TPA | $37,350 | — | $37,350 |
| CARON & BLETZER, PLLC | ACCOUNTING | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- CARON & BLETZER, PLLC — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,568
- Estimated Expense Ratio: 0.370% 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 | $98,733 | — | $98,733 | — | — |
| 2023 | $72,882 | — | $15,494 | — | — |