Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Eagle Capital Management, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Eagle Capital Management, LLC is named as a service provider on the Schedule C of 37 retirement plans with 100 or more participants for plan year 2024, covering 276,658 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $15.0M. Per plan, the median was $49.18 per participant, with the middle half of plans between $25.14 and $109. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (9), New Jersey (8) and Michigan (5).
In 2009 it appeared on 38 such filings; in 2024, 39. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $25.14 | $49.18 | $109 |
| Compensation as a share of plan net assets | 0.03% | 0.05% | 0.09% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Northwell Health Pension Plan | Northwell Health, Inc. | NY | 42,096 | $2.74B | $696K |
| UBS 401(k) Plan Trust | UBS AG | NJ | 34,848 | $10.2B | $3.8M |
| Deseret Mutual Master Retirement Plan | Deseret Mutual Benefit Administrators | UT | 32,235 | $6.96B | $210K |
| Wellstar Health System, Inc. Pension Plan | Wellstar Health System, Inc. | GA | 21,242 | $1.50B | $1.5M |
| Greater Pennsylvania Carpenters' Pension Fund | Greater Pennsylvania Carpenters' Pension Fund | PA | 21,052 | $1.61B | $519K |
| Wellstar Health System, Inc. Active Employees Retirement Plan B | Wellstar Health System, Inc. | GA | 18,563 | $620M | $248K |
| Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan | BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | GA | 12,427 | $2.34B | $786K |
| Golub Corporation Employees Retirement Plan | Golub Corporation | NY | 10,395 | $366M | $127K |
| NXP 401(k) Retirement Plan | NXP USA, Inc. | TX | 8,578 | $3.70B | $1.7M |
| UBS Financial Services Inc. Pension Plan | UBS Financial Services Inc. | NJ | 8,083 | $577M | $144K |
| Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO | BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO | NY | 7,900 | $1.82B | $389K |
| Michigan Electrical Employees' Pension Plan | Trustees of Michigan Electrical Employees' Pension Fund | MI | 5,375 | $543M | $254K |
| Iron Workers St. Louis District Council Pension Trust | Board of Trustees of Iron Workers St. Louis District Council Pension | MO | 5,242 | $712M | $218K |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 4,795 | $706M | $332K |
| Bronson Healthcare Retirement Plan | Bronson Healthcare Group, Inc. | MI | 4,230 | $315M | $183K |
| Refrigeration, A/c & Service Div. (Ua-Nj) Pension Plan | Refrigeration, A/c & Service Div. (Ua-Nj) Pension Fund | NJ | 3,374 | $410M | $42K |
| Sheet Metal Workers Local Union No. 80 Pension Fund | Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund | MI | 3,275 | $418M | $342K |
| Local 351 IBEW Pension Plan | Board of Trustees Local 351 Pension Fund | NJ | 3,230 | $541M | $792K |
| Interhealth Corp. Retirement Plan | Pih Health | CA | 2,995 | $113M | $118K |
| Munson Retirement Plan | Munson Healthcare | MI | 2,623 | $371M | $312K |
| Local 522 Pension Fund | Board of Trustees of Local 522 Pension Fund | NY | 2,458 | $123M | $129K |
| Tronox Incorporated Retirement Plan | Tronox Incorporated | CT | 2,439 | $171M | $14K |
| American Commercial Barge Line LLC Pension Plan | American Commercial Barge Line LLC | IN | 2,250 | $171M | $298K |
| Conmed Corporation Retirement Pension Plan | Conmed Corporation | FL | 2,209 | $65.7M | $56K |
| United Steelworkers International Union Staff Pension Plan | United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, Allie | PA | 2,187 | $706M | $635K |
| Aomc Pension Plan for Non-Union Employees | Arnot Ogden Medical Center | NY | 2,044 | $101M | $70K |
| New York Backstretch Employees Pension Plan | New York Backstretch Employees Pension Plan | NY | 1,984 | $55.2M | $231K |
| Plumbers Local 9 Pension Plan | Plumbers Local 9 Pension Fund | NJ | 1,867 | $307M | $49K |
| UA Plumbers Local 24 Pension Fund | Plumbers Pension Fund Local 24 Board of Trustees | NJ | 1,701 | $208M | $118K |
| Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan | Trustees of Sheet Metal Workers Local 33 Pension Plan | OH | 1,341 | $191M | $161K |
| I.A. of M. Motor City Pension Fund | Intl' Assoc' Machin Motor City Pens | MI | 911 | $117M | $249K |
| The Art Institute of Chicago Pension Plan | The Art Institute of Chicago | IL | 837 | $124M | $30K |
| Composition Roofers Local #4 Pension Plan | Trustees - Composition Roofers Local #4 Pension Plan | NJ | 503 | $66.2M | $108K |
| Bryce Corporation Pension Plan | Bryce Corporation | TN | 487 | $22.0M | $31K |
| Golub Corporation Qualified Security Plan | Golub Corporation | NY | 349 | $15.3M | $7,296 |
| Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111 | Arnot Ogden Medical Center | NY | 324 | $13.7M | $10K |
| UBS Financial Services Inc. of Puerto Rico Savings Plus Plan Trust | UBS Financial Services Inc. | NJ | 209 | $57.3M | $11K |
Questions and answers
How many plans does Eagle Capital Management, LLC serve?
37 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Eagle Capital Management, LLC?
The median plan reported $49.18 per participant in direct and indirect compensation (37 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (29 plans) and Trustee (bank, trust company, or similar financial institution) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.