Eagle Seven 401(k) match, vesting and fees
What Eagle Seven's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Smith & Howard PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Eagle Seven: employer contribution per participant | $6,761 | |
| Peer median | $3,122 |
| Eagle Seven: average balance | $246,542 | |
| Peer median | $111,687 |
| Eagle Seven: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.6M at the end of plan year 2022 to $38M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 161 | $38M | $1M | $6,761 | 0.19% | Not published | Form 5500 ↗ |
| 2024 | 158 | $30.6M | $1.1M | $7,455 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 148 | $23.9M | $1M | $7,714 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 156 | $17.6M | $901K | $6,260 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Eagle Seven match 401(k) contributions?
The match terms for the Eagle Seven Holdings, LP 401(k) Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $1M in employer contributions, about $6,761 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eagle Seven 401(k) match vested?
The vesting schedule for the Eagle Seven Holdings, LP 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eagle Seven 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Eagle Seven.
I left Eagle Seven. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eagle Seven, (312) 801-8500) or the recordkeeper, The Vanguard Group, Inc.. The Eagle Seven old 401(k) page lists the contacts from every plan filing. Find an old Eagle Seven 401(k)
Data from the public Form 5500 annual reports Eagle Seven filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Eagle Seven. Not financial advice. Report a correction · Methodology