Plan Snapshot
- Plan Sponsor: Eosys Group, INC.
- Sponsor EIN: 621475873
- Sponsor Address: 140 WEAKLY LN., SMYRNA, TN, 37167
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $56.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 244 | $56.3M | $568,545 | $2.8M |
| 2023 | 219 | $48.6M | $561,135 | $2.6M |
| 2022 | 210 | $41.4M | $489,936 | $2.3M |
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 |
|---|---|---|---|---|
| DEMPSEY, VANTREASE AND FOLLIS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEMPSEY, VANTREASE AND FOLLIS, PLLC — Auditor
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 | $12,514 | $11,514 | — | — | — |
| 2023 | $18,878 | $17,378 | — | — | — |
| 2022 | $14,741 | $13,566 | — | — | — |