Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Eagleasset
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.
For plan year 2024, 31 retirement plans with 100 or more participants reported paying Eagleasset $5,000 or more. Those plans cover 30,707 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $0. 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 Colorado (4), California (3) and Texas (3).
In 2014 it appeared on 5 such filings; in 2024, 31. 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 | — | — | — |
| Compensation as a share of plan net assets | — | — | — |
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 |
|---|---|---|---|---|---|
| Core Power Yoga, LLC Employee Savings Trust | Core Power Yoga, LLC | CO | 8,216 | $4.9M | $0 |
| Professional Case Management 401(k) Plan | Act for Health DBA Professional Case Management | CO | 5,586 | $9.5M | $0 |
| Francesca's Acquisition 401(k) Plan | Francesca's Acquisition, LLC | TX | 2,979 | $7.4M | $0 |
| Next Step Healthcare 401(k) Plan | Next Step Healthcare, LLC | MA | 1,492 | $10.0M | $0 |
| Community Dental Partners 401(k) Plan | Strategic Dental Executives LLC DBA Community Dental Partners | TX | 1,237 | $11.0M | $0 |
| Elite Comfort Solutions 401(k) Plan | Elite Comfort Solutions, LLC | MO | 1,183 | $22.0M | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US, LLC | TN | 1,038 | $29.9M | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US, LLC | TN | 1,038 | $29.9M | $0 |
| Magic Memories Employee Retirement Plan | Magic Memories USA LLC | CO | 995 | $3.4M | $0 |
| Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan | Survival Flight Air Ambulance, LLC | AZ | 841 | $14.5M | $0 |
| Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan | Pugh Lubricants LLC | NC | 635 | $34.1M | $0 |
| University of Saint Mary 401(k) Retirement Savings Plan | University of Saint Mary, Inc. | KS | 626 | $14.2M | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions, Inc. | FL | 579 | $16.1M | $0 |
| Secure Transportation 401(k) Plan | Secure Transportation Company, Inc. | CA | 467 | $3.7M | $0 |
| Culture Amp, Inc. 401(k) Plan | Culture Amp, Inc. | CA | 430 | $15.4M | $0 |
| Akoya Retirement Plan | Akoya Biosciences, Inc. | MA | 337 | $18.0M | $0 |
| Panini America, Inc. 401(k) Plan | Panini America, Inc. | TX | 301 | $20.6M | $0 |
| Asset Marketing Services 401(k) Retirement Plan | Ams Holdings, LLC | MN | 299 | $25.6M | $0 |
| Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan | Polymer Technology Systems, Inc. | IN | 257 | $25.7M | $0 |
| The Academy 401(k) Retirement Plan | Academy Parent, LLC | VA | 241 | $13.4M | $0 |
| Handstands Promo Retirement Plan | Handstands Promo, LLC | UT | 232 | $3.5M | $0 |
| Crossroads Rhode Island 401(k) Retirement Plan | Crossroads Rhode Island | RI | 219 | $10.1M | $0 |
| Kudu Dynamics 401(k) Retirement Pla N | Kudu Dynamics | VA | 207 | $30.6M | $0 |
| Sender, Inc. Retirement Plan | Sender, Inc. | AZ | 205 | $4.6M | $0 |
| Blaze Pizza 401(k) Plan | Blaze Pizza LLC | GA | 204 | $5.2M | $0 |
| Chinburg Builders, Inc. 401(k) Profit Sharing Plan and Trust | Chinburg Builders, Inc. 401(k) Profit Sharing and Trust | NH | 163 | $9.9M | $0 |
| Infinity Technology Services, LLC 401(k) Plan | Infinity Technology Services, LLC | CO | 158 | $4.5M | $0 |
| Girl Scouts of Western Ohio's 401(k) Thrift Plan | Girl Scouts of Western Ohio | OH | 155 | $3.8M | $0 |
| Hudson County Motors, Inc. 401(k) Plan | Hudson County Motors, Inc. | NJ | 136 | $8.6M | $0 |
| Creature Comforts Brewing Company, LLC 401(k) Plan | Creature Comforts Brewing Company, | GA | 133 | $2.4M | $0 |
| The Collected Group Company, LLC Retirement Plan | The Collected Group Company, LLC | CA | 118 | $7.6M | $0 |
Questions and answers
How many plans does Eagleasset serve?
31 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 Eagleasset?
Too few plans report a compensation amount to give a median.
What services are reported?
The service codes most often attached to it are Investment management (30 plans), Recordkeeping and information management (1 plans), Trustee (bank, trust company, or similar financial institution) (1 plans) and Trustee (directed) (1 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.