How big is Eagle Wealth Strategies, LLC's plan?

Eagle Wealth Strategies, LLC's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250917140348NAL0000584273001

Eagle Wealth Strategies, LLC

Name: Eagle Wealth Strategies, LLC — Eagle Wealth, Form 5500 (2024)
Creator: Eagle Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Wealth Strategies, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Eagle Wealth Strategies, LLC's Eagle Wealth Strategies, LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Eagle Wealth Strategies, LLC's EIN is 04-0577596.

EIN 04-0577596

Plan number 001

Plan year 2024

ACK ID 20250917140348NAL0000584273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eagle Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eagle Wealth Strategies, LLC'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 EAGLE WEALTH STRATEGIES, LLC.

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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