Retirement plan

EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN

Name: EAGLE CAPITAL MANAGEMENT, LLC - EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: EAGLE CAPITAL MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN, EAGLE CAPITAL MANAGEMENT, LLC

EAGLE CAPITAL MANAGEMENT, LLCEIN 72-1467823Plan #001PY 2025

1417 WEST CAUSEWAY APPROACH - MANDEVILLE, LA 70471504-835-9726

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

+15.5% from 2024

Total participants

+33.3% from 2024

Average account balance

$842,028

-13.4% from 2024

Annual return

10.01%

-9.30 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$842K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$13

$4 / participant

Other / not subdivided$13100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$842,028

$212,386+296.5%

$199,883+321.3%

$138,895+506.2%

Participation rate

100.0%

87.4%+12.6pp

86.8%+13.2pp

79.9%+20.1pp

Annual return

10.01%

47.75%-37.7pp

43.81%-33.8pp

145.39%-135.4pp

Employer contribution / active EE

$31,759

$6,625+379.4%

$6,261+407.2%

$4,194+657.2%

Participant deferral / active EE

$21,280

$9,617+121.3%

$9,138+132.9%

$6,396+232.7%

Admin fee / account holder

$18,233-100.0%

$17,268-100.0%

$12,562-100.0%

EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion