Plan Ledger DOL Form 5500 · updated monthly

Eos Investors LLC401(k)

EOS RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Eos Investors LLC reported $98,733 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $899 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 1 year on file its reported administrative ratio fell from 0.51% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,111th-largest of 5,648 plans among New York employers on file, and the 233rd of 2,240 in accommodation & food services. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,659,584
Participants with balances893
Active participants2,680
Employer contributions$2,409,873
Employee contributions$4,350,404
Employer contribution per active participant$899
Average account balance$29,854
Benefits paid to participants$2,846,209
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$26.7M · 893 accts · $2.4M emplr
2023$18.3M · 848 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,733
Total administrative$98,733
The Eos Investors LLC 401(k) match · 2024
Employer contribution per active participant$899
Median for plans this size$2,416
2024$899 per active participant
2023$806 per active participant

Eos Investors LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
LINCOLN NATIONAL CORPORATION · Recordkeeping · Insurance services$46,218
THE BENEFIT PRACTICE$37,350
CARON & BLETZER, PLLC · Accounting / audit$15,000
MORNINGSTAR · Consulting · Investment advisory (plan)$165

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

Recordkeeper by year2
2024Lincoln Financial
2023GREAT-WEST LIFE & ANNUITY INSURANCE, Lincoln Financial

This plan has changed recordkeepers within these filings. If you left Eos Investors LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$98,733 · 0.44%
2023$72,882 · 0.51%
Similar plansAccommodation & Food Services · New York
Whitsons Food Service Corp. NY$29.0M · 0.04%
Ushg, LLC NY$27.7M · 0.56%
Tao Group Operating, LLC NY$26.1M · 0.50%
Remarkable Foods, Inc. NY$23.0M · 0.10%
Nobu Group, LLC NY$18.2M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815200280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.