How big is Eagle Point Investment Advisors, Inc.'s plan?

Eagle Point Investment Advisors, Inc.'s plan reported $7.0M in assets and 8 participants for 2024.

Original filing (PDF)20250430153948NAL0002070065001

Eagle Point Investment Advisors, Inc.

Name: Eagle Point Investment Advisors, Inc. — Eagle Point, Form 5500 (2024)
Creator: Eagle Point Investment Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Point Investment Advisors, Inc. Retirement Savings Plan

401(k) retirement plan · Eagle Point Investment Advisors, Inc.'s Eagle Point Investment Advisors, Inc. Retirement Savings Plan held $7.0M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Eagle Point Investment Advisors, Inc.'s EIN is 45-4077308.

EIN 45-4077308

Plan number 001

Plan year 2024

ACK ID 20250430153948NAL0002070065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eagle Point Investment Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eagle Point Investment Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAGLE POINT INVESTMENT ADVISORS, INC..

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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

Helping the score