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Original filing (PDF)20251013142754NAL0003188706001
EAGLE CORPORATION
Form 5500
FILING_RECEIVED
EAGLE CORPORATION EMPLOYEES FLEXIBLE COMPENSATION PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
669
Accounts w/ balance
888
Plan assets (EOY)
$71.3M
Net assets (EOY)
$71.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s .........................................................................................." is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE CORPORATION.
Plan sponsor
Name
EAGLE CORPORATION
EIN
54-1120301
Address
1020 HARRIS STREET · CHARLOTTESVILLE, VA · 22903
Phone
(434) 971-2686
Industry
Wholesale Tradesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
HANTZMON WIEBEL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $53K | — |
Investments
28 direct securities · 1 pooled fund· $138.0M(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
$72.4M
27 holdings
Mutual Funds
$60.8M
1 holding
Common Collective Trust
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s .......................................................................................... | Mutual Funds | — | $64.5M | $60.8M | 85.2% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company N/A | — | — | — | $10.5M | 14.8% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company N/A | — | — | — | $9.8M | 13.7% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company N/A | — | — | — | $8.9M | 12.4% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company N/A | — | — | — | $6.2M | 8.7% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company N/A | — | — | — | $5.3M | 7.4% | |
| Common collective trusts .................................................................... | — | — | $4.9M | $5.1M | 7.2% | |
| VFTC RETIREMENT SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $4.9M | 6.8% | |
| Vanguard Large-Cap Index Investor Shares Registered Investment Company N/A | — | — | — | $4.4M | 6.1% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company N/A | — | — | — | $4.1M | 5.8% | |
| Vanguard Total Stock Market Index Fund Investor Shares Registered Investment Company N/A | — | — | — | $3.8M | 5.3% | |
| Notes Receivable from Participants Interest Rates are 4.25-9.50%; Mature 0 - 10 years - 0 - | — | — | — | $1.9M | 2.7% | |
| Notes receivable from participants (net of allowance) .................... | — | — | $1.9M | $1.9M | 2.6% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company N/A | — | — | — | $1.8M | 2.6% | |
| Vanguard Mid-Cap Index Fund Investor Shares Registered Investment Company N/A | — | — | — | $1.4M | 2.0% | |
| Vanguard Total Bond Market Index Fund Investor Shares Registered Investment Company N/A | — | — | — | $1.2M | 1.7% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company N/A | — | — | — | $1.2M | 1.6% | |
| Vanguard Total International Stock Index Fund Registered Investment Company N/A | — | — | — | $1.1M | 1.6% | |
| Vanguard Small-Cap Index Fund Investor Shares Registered Investment Company N/A | — | — | — | $1.0M | 1.5% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company N/A | — | — | — | $759K | 1.1% | |
| Vanguard Short-Term Investment-Grade Fund: Inv Shr Registered Investment Company N/A | — | — | — | $664K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company N/A | — | — | — | $293K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Registered Investment Company N/A | — | — | — | $286K | 0.4% | |
| Vanguard Total International Bond Index Fund Investor Shr Registered Investment Company N/A | — | — | — | $199K | 0.3% | |
| Vanguard Developed Markets Index Fund Investor Shares Registered Investment Company N/A | — | — | — | $174K | 0.2% | |
| PIMCO Total Return Fund; Institutional Class Registered Investment Company N/A | — | — | — | $168K | 0.2% | |
| Employee contributions ....................................................................... | — | — | — | $44K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company N/A | — | — | — | $34K | <0.1% | |
| Employer contributions ........................................................................ | — | — | — | $23K | <0.1% |
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