EAGLEASSET
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Eagleasset at a glance
Eagleasset appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $370M in assets for 26,805 participants. The median client plan holds $11.7M. Most client plans are sponsored in CO, CA and TX. The largest clients by plan assets are Kudu Dynamics and Envision Aesc US, LLC.
- Participants
- 26,805
- Median plan assets
- $11.7M
- Median plan participants
- 278
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Kudu Dynamics | VA | $30.6M | 207 |
| Envision Aesc US, LLC | TN | $29.9M | 1,038 |
| Envision Aesc US, LLC | TN | $29.9M | 1,038 |
| Polymer Technology Systems, Inc. | IN | $25.7M | 257 |
| Ams Holdings, LLC | MN | $25.6M | 299 |
| Panini America, Inc. | TX | $25.1M | 303 |
| Elite Comfort Solutions, LLC | MO | $22.0M | 1,183 |
| Akoya Biosciences, Inc | MA | $18.0M | 337 |
| Healthmap Solutions, Inc. | FL | $16.1M | 579 |
| Culture Amp, Inc. | CA | $15.4M | 430 |
| Survival Flight Air Ambulance, LLC | AZ | $14.5M | 841 |
| Epsilyte Holdings, LLC | TX | $14.3M | 178 |
| University of Saint Mary, Inc | KS | $14.2M | 626 |
| Academy Parent, LLC | VA | $13.4M | 241 |
| Crossroads Rhode Island | RI | $10.1M | 219 |
| Chinburg Builders, Inc. 401(k) Profit Sharing and Trust | NH | $9.9M | 163 |
| Act for Health Dba Professional Case Management | CO | $9.5M | 5,586 |
| Hudson County Motors, Inc. | NJ | $8.6M | 136 |
| Francesca's Acquisition, LLC | TX | $7.4M | 2,979 |
| Blaze Pizza LLC | GA | $5.2M | 204 |
| Core Power Yoga, LLC | CO | $4.9M | 8,216 |
| Sender, Inc. | AZ | $4.6M | 205 |
| Infinity Technology Services, LLC | CO | $4.5M | 158 |
| Girl Scouts of Western Ohio | OH | $3.8M | 155 |
| Handstands Promo, LLC | UT | $3.5M | 232 |
Top client states
- CO4 plans
- CA3 plans
- TX3 plans
- AZ2 plans
- TN2 plans
Frequently asked questions
- Who uses Eagleasset?
- 28 retirement plans list Eagleasset as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Kudu Dynamics, Envision Aesc US, LLC, Polymer Technology Systems, Inc. and Ams Holdings, LLC. Most client plans are sponsored in CO, CA and TX.
- How many plans does Eagleasset serve?
- Eagleasset serves 28 retirement plans with $370M in plan assets and 26,805 participants, based on the latest Form 5500 filings through 2024.
- What does Eagleasset charge?
- The Schedule C filings for Eagleasset's client plans report no direct or indirect compensation amounts. Small plans that file Form 5500-SF do not file Schedule C, so their fees are not in public filings.
Market position · 2024
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