Plan Ledger DOL Form 5500 · updated monthly

Eagle Seven401(k)

EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Eagle Seven reported $63,175 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $9,084 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.232%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,299th-largest of 3,702 plans among Illinois employers on file, and the 2,394th of 4,798 in finance & insurance. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 108 to 119 since 2022.

Plan summary
Net assets, end of year$30,590,210
Participants with balances145
Active participants119
Employer contributions$1,080,997
Employee contributions$1,979,934
Employer contribution per active participant$9,084
Average account balance$210,967
Benefits paid to participants$230,810
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.6M · 145 accts · $1.1M emplr
2023$23.9M · 131 accts · $1.0M emplr
2022$17.6M · 144 accts · $901K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,415
Investment management$52,505
Total administrative$63,175
The Eagle Seven 401(k) match · 2024
Employer contribution per active participant$9,084
Median for plans this size$2,416
2024$9,084 per active participant
2023$8,492 per active participant
2022$8,347 per active participant

Eagle Seven's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$10,415
CREATIVE PLANNING LLC. · Investment advisory (plan)$52,505

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$63,175 · 0.23%
2023$50,594 · 0.24%
2022$41,864 · 0.23%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 273706077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.