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Original filing (PDF)20251015175248NAL0010905410001
EAGLE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
EAGLE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
30
Accounts w/ balance
104
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
30 pooled trusts
Schedule D
29 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE TECHNOLOGIES, INC..
Plan sponsor
Name
EAGLE TECHNOLOGIES, INC.
EIN
43-2041898
Address
1700 N MOORE ST SUITE 1620 · ARLINGTON, VA · 22209
Phone
(571) 382-6766
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | RIA | $24K | — |
Investments
30 pooled funds· $12.6M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 13.9% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 11.9% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 10.1% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 9.8% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $906K | 7.0% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $871K | 6.8% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $639K | 5.0% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $589K | 4.6% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $552K | 4.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $458K | 3.6% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $416K | 3.2% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $390K | 3.0% | |
| JH MULTI-INDEX 2030 PRESERV JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $374K | 2.9% | |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $340K | 2.6% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $210K | 1.6% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $208K | 1.6% | |
| TEMPLETON WORLD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $134K | 1.0% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $124K | 1.0% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 0.9% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $112K | 0.9% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.5% | |
| AMERICANFUNDS FUNDAMENTAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.4% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.4% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.3% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA US SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $176 | <0.1% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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