Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Eagle Strategies
Eagle Strategies 401(k)
- Finance and insurance
- New York, NY
- EIN 13-5582869
- 2 plans with Schedule H financials
- Plan year 2024
- Eagle Strategies LLC
- filed as New York Life Insurance Company
Administrative expenses excluding investment management, per participant · largest plan, New York Life Insurance Company Employee Progress Sharing Investment Plan · plan year 2024
$0.04
Higher than 0% of the 1,045 plans over $1B that report it.
Source
= $836 / 19,038
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009111701NAL0006501217001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009111701NAL0006501217001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Largest plan, all six figures: New York Life Insurance Company Employee Progress Sharing Investment Plan
Administrative expenses excluding investment management, per participantheadline
$0.04
Higher than 0% of the 1,045 plans over $1B that report it.
Source
= $836 / 19,038
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009111701NAL0006501217001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009111701NAL0006501217001, received 2025-10-09
Administrative expenses per participant
$80.18
Higher than 59% of the 1,076 plans over $1B that report it.
Source
= $1,526,446 / 19,038
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009111701NAL0006501217001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009111701NAL0006501217001, received 2025-10-09
Administrative expenses as a share of assets
0.031%
Higher than 31% of the 1,076 plans over $1B that report it.
Source
= $1,526,446 / $4,988,895,131
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009111701NAL0006501217001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009111701NAL0006501217001, received 2025-10-09
Employer contributions per participant
$3,313
Higher than 42% of the 1,135 plans over $1B that report it.
Source
= $63,080,248 / 19,038
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009111701NAL0006501217001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009111701NAL0006501217001, received 2025-10-09
Employer share of total contributions
28.5%
Higher than 35% of the 1,135 plans over $1B that report it.
Source
= $63,080,248 / $221,596,232
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009111701NAL0006501217001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009111701NAL0006501217001, received 2025-10-09
99.3% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($80.18 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms, as stated in Eagle Strategies LLC's SEC filings
Plan terms are not published in public filings.
Plans sponsored
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| New York Life Insurance Company Employee Progress Sharing Investment Plan | $4,988,895,131 | 19,038 | $0.04 administrative expenses excl. investment management, per participant | 2024 |
| New York Life Insurance Company Agents Progress- Sharing Investment Plan | $1,167,938,641 | 11,245 | $0.04 administrative expenses excl. investment management, per participant | 2024 |
Alerts, claims and corrections
Sponsor name as filed: NEW YORK LIFE INSURANCE COMPANY; SEC registrant: Eagle Strategies LLC (CIK 1907666, matched by EIN).