How big is Eagen and Associates L.L.C.'s plan?

Eagen and Associates L.L.C.'s plan reported $252K in assets and 6 participants for 2024.

Original filing (PDF)20251014103300NAL0001226595001

Eagen and Associates L.L.C.

Name: Eagen and Associates L.L.C. — Eagen and Associates, Form 5500 (2024)
Creator: Eagen and Associates L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagen and Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Eagen and Associates L.L.C.'s Eagen and Associates 401(k) Profit Sharing Plan held $252K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

Plan identifiers

Eagen and Associates L.L.C.'s EIN is 81-4032800.

EIN 81-4032800

Plan number 001

Plan year 2024

ACK ID 20251014103300NAL0001226595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eagen and Associates L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eagen and Associates L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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