Eos Energy Storage Llc Retirement Savings Plan
Sponsored by Eos Energy Storage Llc · EIN 320256144 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.6M
- Active participants
- 473
- With balances
- 656
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Green Ridge Wealth Planning Llc CRD 304236 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $122,659 |
| Actuarial Retirement Services | Contract administrator, Other fees, Direct payment from the plan | $34,499 |
| Green Ridge Wealth Planning Llc | Investment advisory (plan), Other fees | $0 |