Plan Snapshot
- Plan Sponsor: Eos Unified Solutions INC
- Sponsor EIN: 800681322
- Sponsor Address: 119 COMPONENT DR, SAN JOSE, CA, 95113
- Plan Type: 401(k)
- Total Participants: 1,091
- Total Assets: $9.5M
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 | 1,091 | $9.5M | $318,415 | $2.4M |
| 2023 | 912 | $7.0M | $0 | $1.6M |
| 2022 | 497 | $1.3M | $0 | $559,029 |
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 | $100,266 | — | $100,266 |
| PKF SAN DIEGO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,266
- Estimated Expense Ratio: 1.050% 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 | $102,907 | $2,641 | — | — | — |
| 2023 | $42,055 | — | — | — | — |
| 2022 | $120 | — | $120 | — | — |