# Eastern National DC Plan
Source: https://planprovider.pro/companies/eastern-national-plan-002

> Eastern National's DC plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

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