Assets by plan
Share of aggregate retirement assets
- EAGAN, LLC 401(K) (#003)$12.1M
Filings through .
2 plans aggregated / $57.3M assets / 97 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | GORDON, ARATA, MONTGOMERY, BARNETT, MCCOLLAM, DUPLANTIS & EAGAN, LLC EQUITY MEMBERS AND STAFF PROFIT SHARING PLAN | 401(k) | $45.2M | 71 | 2025 |
| #003 | GORDON, ARATA, MONTGOMERY, BARNETT, MCCOLLAM, DUPLANTIS & EAGAN, LLC 401(K) PLAN | 401(k) | $12.1M | 26 | 2025 |