Plan Snapshot
- Plan Sponsor: Eastern National
- Sponsor EIN: 231401703
- Sponsor Address: 470 MARYLAND DRIVE SUITE 1, FORT WASHINGTON, PA, 190342513
- Plan Type: DC
- Total Participants: 561
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 561 | $11.9M | $488,298 | $795,580 |
| 2023 | 552 | $9.8M | $447,808 | $710,046 |
| 2022 | 436 | $7.4M | $369,089 | $567,382 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SVCS | NONE | $14,980 | — | $14,980 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMINISTRATIVE SVCS — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,980
- Estimated Expense Ratio: 0.125% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $14,980 | — | $14,980 | — | — |
| 2023 | $13,640 | — | $13,500 | — | — |
| 2022 | $11,147 | — | $11,042 | — | — |