Back to filter
Original filing (PDF)20251007151352NAL0004963425001
EAGLE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
EAGLE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
307
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (32 bps vs 52 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
91-1090556
Address
230 GRANT ROAD SUITE 1A · EAST WENATCHEE, WA · 98802
Phone
(509) 665-4278
Industry
Transportation & Warehousingsee 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
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2H · Partial participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $17K | — |
Investments
24 direct securities · 1 pooled fund· $10.0M(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
$9.6M
24 holdings
Common Collective Trust
$341K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $2.2M | 21.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $2.1M | 21.1% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $1.7M | 17.4% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $862K | 8.6% | |
| DFA US Large Cap Growth Institutional Fund | — | — | — | $514K | 5.1% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $457K | 4.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $341K | 3.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $300K | 3.0% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $279K | 2.8% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $219K | 2.2% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $184K | 1.8% | |
| DFA Small Cap Growth Institutional Fund | — | — | — | $170K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $156K | 1.6% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $144K | 1.4% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $111K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | — | — | — | $95K | 1.0% | |
| to 9.50% - | — | — | — | $58K | 0.6% | |
| DFA Investment Grade Portfolio Institutional Fund | — | — | — | $20K | 0.2% | |
| DFA US Large Cap Value Fund | — | — | — | $18K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $16K | 0.2% | |
| DFA International Small Company Portfolio | — | — | — | $15K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $8K | <0.1% | |
| DFA US Small Cap Value Fund | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 Fund | — | — | — | $4K | <0.1% | |
| DFA International Core Equity | — | — | — | $2K | <0.1% |
Related plans
Other plans using USI ADVISORS INC
NATIONAL VETERINARY ASSOCIATES, INC.
NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN
$809.2M · 49,760 participants
U.S. FIRE INSURANCE CO.
CRUM & FORSTER EMPLOYEE SAVINGS PLAN
$590.7M · 2,592 participants
HCC INSURANCE HOLDINGS, INC.
HCC INSURANCE HOLDINGS, INC. 401(K) PLAN
$560.6M · 2,750 participants
SOUND INPATIENT PHYSICIANS, INC.
SOUND PHYSICIANS 401(K) PLAN
$557.0M · 4,098 participants
MEDICAL SOLUTIONS, L.L.C.
MEDICAL SOLUTIONS 401(K) PLAN
$496.2M · 17,074 participants
AMTRUST NORTH AMERICA INC.
AMTRUST RETIREMENT PLAN
$458.1M · 4,479 participants
Similar-size Transportation & Warehousing plans
AIROLDI BROTHERS, INC.
AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN
$9.9M · 320 participants
MCELROY TRUCK LINES, INC
MCELROY GROUP 401(K) PLAN
$9.9M · 555 participants
JRAYL TRANSPORT INC.
JRAYL TRANSPORT INC. RETIREMENT SAVINGS PLAN
$9.9M · 277 participants
LT HOLDINGS, INC.
LIQUID TRUCKING COMPANIES 401(K) PROFIT SHARING PLAN
$9.9M · 243 participants
SOUTHWESTERN MOTOR TRANSPORT, INC.
SOUTHWESTERN MOTOR TRANSPORT, INC. 401(K) PROFIT SHARING PLAN
$9.9M · 388 participants
V&S MIDWEST CARRIERS, CORP
MIDWEST CARRIERS 401K PLAN & TRUST
$9.8M · 170 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants