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Original filing (PDF)20251009155251NAL0006845425001
EOS ACCOUNTANTS LLP
Form 5500
FILING_RECEIVED
EOS ACCOUNTANTS LLP 401(K) PLAN
401(k) retirement plan
Active participants
165
Accounts w/ balance
219
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EOS ACCOUNTANTS LLP.
Plan sponsor
Name
EOS ACCOUNTANTS LLP
EIN
22-3462644
Address
500 FRANK W. BURR BLVD · 3RD FI. · TEANECK, NJ · 07666
Phone
(201) 836-3710
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FRANKEL & STARR, CERTIFIED PUBLIC A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $31K | — |
Investments
35 direct securities · 2 pooled funds· $32.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$31.3M
35 holdings
Common Collective Trust
$1.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $7.9M | 24.3% | |
| MFS Total Return R6 MFS 0 | — | — | — | $6.0M | 18.5% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | — | — | — | $3.8M | 11.6% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $1.4M | 4.2% | |
| MFS International Growth R6 MFS 0 | — | — | — | $1.1M | 3.3% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.1M | 3.2% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $1.0M | 3.1% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.0M | 3.1% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $922K | 2.8% | |
| American Century Small Cap Value R6 American Century 0 | — | — | — | $917K | 2.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $797K | 2.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $773K | 2.4% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $679K | 2.1% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $619K | 1.9% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $476K | 1.5% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $469K | 1.4% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $357K | 1.1% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $325K | 1.0% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $317K | 1.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $304K | 0.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $301K | 0.9% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $296K | 0.9% | |
| PGI US REAL ESTATE SECURITIES CIT PRINCIPAL TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $267K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $261K | 0.8% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $236K | 0.7% | |
| MFS Value R6 MFS 0 | — | — | — | $211K | 0.7% | |
| Allspring Core Bond R6 Allspring 0 | — | — | — | $128K | 0.4% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $97K | 0.3% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $87K | 0.3% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $81K | 0.3% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $78K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $70K | 0.2% | |
| AB Global Bond Z Alliance Bernstein 0 | — | — | — | $69K | 0.2% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $65K | 0.2% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $58K | 0.2% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $55K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $19K | <0.1% |
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