· 2022–2024 · DOL EFAST2

EAGLES, BENEFITS BY DESIGN, INC. — EAGLES, BENEFITS BY DESIGN, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251007064554NAL0002473667001

EAGLES, BENEFITS BY DESIGN, INC.

Form 5500-SF

FILING_RECEIVED

EAGLES, BENEFITS BY DESIGN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAGLES, BENEFITS BY DESIGN, INC..

Plan sponsor

Name

EAGLES, BENEFITS BY DESIGN, INC.

EIN

65-0551657

Address

913 GULF BREEZE PKWY, · STE 34 · GULF BREEZE, FL · 32561

Phone

(850) 683-3298

Industry

Finance & Insurancesee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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