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Original filing (PDF)20250910084002NAL0044785826001
EAGLE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
EAGLE SYSTEMS INC. TAX DEFERRED SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
256
Accounts w/ balance
424
Plan assets (EOY)
$44.4M
Net assets (EOY)
$44.4M
How this plan invests
This plan
27 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE SYSTEMS, INC..
Plan sponsor
Name
EAGLE SYSTEMS, INC.
EIN
54-1122023
Address
22560 EPIC DRIVE · CALIFORNIA, MD · 20619
Phone
(301) 863-2453
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASKEY, ASKEY, & ASSOCIATES, CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASKEY ASKEY AND ASSOCIATES CPA LLC | — | LEONARDTOWN, MD | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL MID-ATLANTIC, INC | — | ANNAPOLIS, MD | OTHER | $233 | — |
Investments
27 direct securities· $44.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Franklin Dynatech Fund A Mutual Fund | — | — | — | $6.1M | 13.8% | |
| Allspring Growth A Mutual Fund | — | — | — | $3.9M | 8.8% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | — | — | — | $3.7M | 8.3% | |
| American New Perspective Fund Mutual Fund | — | — | — | $3.5M | 7.9% | |
| IShares S&P 500 Index A Mutual Fund | — | — | — | $3.3M | 7.5% | |
| Principal Midcap A Mutual Fund | — | — | — | $3.3M | 7.4% | |
| Invesco Growth and Income Fund A Mutual Fund | — | — | — | $2.8M | 6.4% | |
| Columbia Contrarian Core A Mutual Fund | — | — | — | $2.1M | 4.6% | |
| JP Morgan Smart Ret - 2025 Class A Mutual Fund | — | — | — | $1.7M | 3.9% | |
| JP Morgan Smart Ret - 2035 Class A Mutual Fund | — | — | — | $1.7M | 3.8% | |
| Janus Henderson Triton A Mutual Fund | — | — | — | $1.5M | 3.4% | |
| JP Morgan Smart Ret - Income Class A Mutual Fund | — | — | — | $1.5M | 3.4% | |
| Loomis Sayles Investment Grade Bond A Mutual Fund | — | — | — | $1.4M | 3.2% | |
| Columbia Mid Cap Index A Mutual Fund | — | — | — | $1.1M | 2.5% | |
| JP Morgan Smart Ret - 2045 Class A Mutual Fund | — | — | — | $1.1M | 2.4% | |
| Lord Abbett High Yield R4 Mutual Fund | — | — | — | $1.1M | 2.4% | |
| JP Morgan Smart Ret - 2020 Class A Mutual Fund | — | — | — | $958K | 2.2% | |
| JP Morgan Smart Ret - 2030 Class A Mutual Fund | — | — | — | $883K | 2.0% | |
| JP Morgan Smart Ret - 2040 Class A Mutual Fund | — | — | — | $782K | 1.8% | |
| JP Morgan Smart Ret - 2060 Class A Mutual Fund | — | — | — | $418K | 0.9% | |
| Participant Loans, Net 4.25% - 9.50% 0 | — | — | — | $359K | 0.8% | |
| JP Morgan Smart Ret - 2055 Class A Mutual Fund | — | — | — | $340K | 0.8% | |
| JP Morgan Smart Ret - 2050 Class A Mutual Fund | — | — | — | $321K | 0.7% | |
| Columbia Small Cap Index A Mutual Fund | — | — | — | $280K | 0.6% | |
| Delaware Ivy International Core Equity Y Mutual Fund | — | — | — | $172K | 0.4% | |
| General Asset Acount - Forfeitures Fixed Annuities | — | — | — | $81K | 0.2% | |
| state or federal agency, that prepared and certified the statements or information regarding assets so held in accordance with 29 CFR 2520.103-5. Our audit did not extend to the certified investment information, except for | — | — | — | $3K | <0.1% |
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