Lynda Johnson signed Eagle Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eagle Systems, Inc.'s EIN is 54-1122023.
Download the official 2024 Form 5500 (PDF) for Eagle Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eagle Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASKEY ASKEY AND ASSOCIATES CPA LLC | — | LEONARDTOWN, MD | AUDITOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Dynatech Fund A Mutual Fund | Mutual Funds | — | — | $6.1M | 13.8% | |
| Allspring Growth A Mutual Fund | Other securities | — | — | $3.9M | 8.8% | |
| Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $3.7M | 8.3% | |
| American New Perspective Fund Mutual Fund | Other securities | — | — | $3.5M | 7.9% | |
| IShares S&P 500 Index A Mutual Fund | Common Collective Trusts | — | — | $3.3M | 7.5% | |
| Principal Midcap A Mutual Fund | Other securities | — | — | $3.3M | 7.4% | |
| Invesco Growth and Income Fund A Mutual Fund | Mutual Funds | — | — | $2.8M | 6.4% | |
| Columbia Contrarian Core A Mutual Fund | Other securities | — | — | $2.1M | 4.6% | |
| JP Morgan Smart Ret - 2025 Class A Mutual Fund | Other securities | — | — | $1.7M | 3.9% | |
| JP Morgan Smart Ret - 2035 Class A Mutual Fund | Other securities | — | — | $1.7M | 3.8% | |
| Janus Henderson Triton A Mutual Fund | Mutual Funds | — | — | $1.5M | 3.4% | |
| JP Morgan Smart Ret - Income Class A Mutual Fund | Other securities | — | — | $1.5M | 3.4% | |
| Loomis Sayles Investment Grade Bond A Mutual Fund | Other securities | — | — | $1.4M | 3.2% | |
| Columbia Mid Cap Index A Mutual Fund | Other securities | — | — | $1.1M | 2.5% | |
| JP Morgan Smart Ret - 2045 Class A Mutual Fund | Other securities | — | — | $1.1M | 2.4% | |
| Lord Abbett High Yield R4 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| JP Morgan Smart Ret - 2020 Class A Mutual Fund | Other securities | — | — | $958K | 2.2% | |
| JP Morgan Smart Ret - 2030 Class A Mutual Fund | Other securities | — | — | $883K | 2.0% | |
| JP Morgan Smart Ret - 2040 Class A Mutual Fund | Other securities | — | — | $782K | 1.8% | |
| JP Morgan Smart Ret - 2060 Class A Mutual Fund | Other securities | — | — | $418K | 0.9% | |
| Participant Loans, Net 4.25% - 9.50% 0 | Bonds / Notes | — | — | $359K | 0.8% | |
| JP Morgan Smart Ret - 2055 Class A Mutual Fund | Other securities | — | — | $340K | 0.8% | |
| JP Morgan Smart Ret - 2050 Class A Mutual Fund | Other securities | — | — | $321K | 0.7% | |
| Columbia Small Cap Index A Mutual Fund | Other securities | — | — | $280K | 0.6% | |
| Delaware Ivy International Core Equity Y Mutual Fund | Other securities | — | — | $172K | 0.4% | |
| General Asset Acount - Forfeitures Fixed Annuities | Other securities | — | — | $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 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL MID-ATLANTIC, INC | — | ANNAPOLIS, MD | OTHER | $233 | — |
