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Original filing (PDF)20250801052917NAL0003029107001
EAG SERVICES, INC.
Form 5500
FILING_RECEIVED
EAG SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
143
Accounts w/ balance
202
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAG SERVICES, INC..
Plan sponsor
Name
EAG SERVICES, INC.
EIN
42-1599134
Address
1415 LOUISIANA ST. #2210 · HOUSTON, TX · 77002
Phone
(832) 485-5822
Industry
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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RYAN+MANN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
30 direct securities · 1 pooled fund· $11.1M(99% 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.
Registered Investment Companies
$11.0M
30 holdings
Common Collective Trust
$144K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 18.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 16.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 14.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $709K | 6.3% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $602K | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $591K | 5.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $519K | 4.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $444K | 3.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $433K | 3.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $393K | 3.5% | |
| COLUMBIA GLOBAL TECH GROWTH I2 | Registered Investment Companies | — | — | $316K | 2.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $294K | 2.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $198K | 1.8% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $160K | 1.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $144K | 1.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $144K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $139K | 1.2% | |
| PGIM JENNISON SM CO R6 | Registered Investment Companies | — | — | $98K | 0.9% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $73K | 0.6% | |
| JPM US APP DATA SCI VAL R6 | Registered Investment Companies | — | — | $70K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $64K | 0.6% | |
| FIDELITY MID CAP STOCK FUND K | Registered Investment Companies | — | — | $64K | 0.6% | |
| ROYCE SMALLCAP OPPORTUNITY INS | Registered Investment Companies | — | — | $59K | 0.5% | |
| TRANSAMERICA SM MID CAP VAL I | Registered Investment Companies | — | — | $32K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $31K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $23K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| HARTFORD SCH INTL MULT CAP SDR | Registered Investment Companies | — | — | $20K | 0.2% | |
| FA STK SEL SM CAP Z | Registered Investment Companies | — | — | $18K | 0.2% | |
| JPMORGAN SHORT DURATION BD R6 | Registered Investment Companies | — | — | $18K | 0.2% |
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