Eos Investors 401(k) match, vesting and fees
What Eos Investors' 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 | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 39 defined-contribution plans in accommodation and food services with 1,000 to 4,999 participants.
| Eos Investors: employer contribution per participant | $2,652 | |
| Peer median | $974 |
| Eos Investors: average balance | $36,360 | |
| Peer median | $36,444 |
| Eos Investors: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.25% |
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 $18.3M at the end of plan year 2023 to $38.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,338 | $38.3M | $2.8M | $2,652 | 0.41% | Not published | Form 5500 ↗ |
| 2024 | 2,849 | $26.7M | $2.4M | $2,699 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 2,672 | $18.3M | $2M | $2,348 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Eos Investors match 401(k) contributions?
The match terms for the Eos Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $2,652 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eos Investors 401(k) match vested?
The vesting schedule for the Eos Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eos Investors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Lincoln National Corporation. The plan administrator is Eos Investors LLC.
I left Eos Investors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eos Investors LLC, (212) 630-5087) or the recordkeeper, Lincoln National Corporation. The Eos Investors old 401(k) page lists the contacts from every plan filing. Find an old Eos Investors 401(k)
Data from the public Form 5500 annual reports Eos Investors filed with the U.S. Department of Labor (plan years 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 Eos Investors. Not financial advice. Report a correction · Methodology