Eos Retirement Plan
Sponsored by Eos Investors Llc · EIN 815200280 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 2,680
- With balances
- 893
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Recordkeeping, Insurance services, Participant loan processing | $46,218 |
| The Benefit Practice | Other fees | $37,350 |
| Caron & Bletzer, Pllc | Accounting | $15,000 |
| Morningstar | Consulting (general), Investment advisory (plan), Investment management | $165 |