How big is Eagleson Institute 401(k) Plan's plan?

Eagleson Institute 401(k) Plan's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250721140645NAL0004000642001

Eagleson Institute 401(k) Plan

Name: Eagleson Institute 401(k) Plan — Form 5500 (2024)
Creator: Eagleson Institute 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Eagleson Institute 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Mary ANN Sondrini signed Eagleson Institute 401(k) Plan's 2024 Form 5500 as plan administrator.

Mary ANN Sondrini — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Eagleson Institute 401(k) Plan's EIN is 01-0444523.

EIN 01-0444523

Plan number 001

Plan year 2024

ACK ID 20250721140645NAL0004000642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eagleson Institute 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eagleson Institute 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAGLESON INSTITUTE 401(K) PLAN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off